A complete list of active advisors currently associated with SW Private Wealth, LLC

Warmer can help you find a great advisor at SW Private Wealth, LLC or one who fits your needs even better.

SW Private Wealth is a small, independent registered investment adviser that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and business entities. The firm provides tailored investment management, financial planning (standalone or combined with portfolio services), and assets‑under‑advisement for employer retirement plans, 529 plans and annuities. The firm constructs individualized portfolios using both passive approaches (index funds and ETFs with strategic asset allocation) and active strategies (fundamental analysis and tactical allocation shifts), and it provides regular reporting and at least annual account reviews. Notably, as of December 31, 2025, the firm reported $40.2 million in assets managed on a non‑discretionary basis and no discretionary AUM, so most client relationships retain trade approval authority. Compared with many independent peers that commonly accept discretionary authority, SW Private Wealth’s predominant non‑discretionary model and its formal assets‑under‑advisement service for outside retirement and education accounts are distinguishing operational features. The firm operates with a small staff, implements client orders on an individual basis rather than aggregating block trades, and relies on an institutional custodian platform for custody, execution, and client reporting.

To learn more about the advisors currently working at SW Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Annette Sun	Needham, MA	23

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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