← Tributary

SWMG HOLDINGS, LLC

ATLANTA, GA · CRD 285713 · IAPD ↗ · 678-932-2500

$428.5MRegulatory AUM
4Advisory reps
8Employees
7Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
June 2026 — SWMG HOLDINGS, LLC (ATLANTA, GA) left the SEC roster (was $428.5M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
58
January 2026 — SIGNATURE WEALTH MANAGEMENT GROUP LLC is now doing business as SWMG HOLDINGS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
49
May 2024 — SIGNATURE WEALTH MANAGEMENT GROUP LLC notice-filed in IL, LA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.