Black Swan Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
7
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
4
Average account size
$0
About
Black Swan Wealth Management serves individual clients by providing advisory guidance primarily through the selection and referral of third‑party investment advisers rather than direct portfolio management. The firm also offers financial planning and related guidance, and its brochure reports that it did not manage client assets directly as of December 2022.
Its investment approach cites modern portfolio theory as a foundation and focuses on vetting and monitoring outside managers, using benchmarking against comparable indices and any adviser‑specific benchmarks. BSWM does not have discretionary authority over client accounts and typically receives compensation via negotiated fee‑sharing arrangements with the third‑party advisers it recommends.
Noteworthy differences from many peers include the firm’s principals’ activities outside the advisory business: a licensed insurance agent and real estate broker may offer insurance and real estate‑related services to Massachusetts clients, and the firm is a partner in an online investor‑education business. The firm also does not aggregate client trades, does not participate in wrap fee programs, and does not operate as a traditional percentage‑of‑AUM portfolio manager, which are less common attributes among supported firms.
Client services
Main office location
Black Swan Wealth Management
219 Cavan Lane
Glastonbury CT 06033, United States
Number of offices
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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