Swartz Wealth Management LLC

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Client assets under management

Clients

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Swartz Wealth Management LLC is a newly established registered investment adviser that offers ongoing portfolio management and one‑time or modular financial planning to individuals, high‑net‑worth clients, and entities such as trusts and estates. The firm provides both discretionary and non‑discretionary services and uses asset‑based fees for ongoing management while also offering hourly billing for standalone planning work.

The firm’s investment approach emphasizes passive, long‑term strategies implemented largely with low‑cost index funds and ETFs and guided by strategic asset allocation tailored to each client’s Investment Policy Statement. Management relies on fundamental analysis and specified planning assumptions to construct and monitor portfolios, and delivers written financial plans and periodic account reviews consistent with those policies.

Compared with many investment_manager peers, the firm is notable for its content and education focus: it publishes newsletters/periodicals and conducts educational seminars and workshops for clients and prospects, currently provided at no additional charge. The adviser also discloses that it is newly formed with no assets under management and that its principal holds insurance licenses and may receive commission income when acting in that capacity, a potential conflict of interest clients should consider.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

General retirement planning Social Security optimization Cash flow / budgeting Passive / index investing

Fee options

Percentage

$0 - $500,000: 1.50% $500,000.01 - $1,000,000: 1.25% $1,000,000.01 - $2,500,000: 1.00% $2,500,000.01 - $5,000,000: 0.85% $5,000,000.01+: 0.75%

Project-based

$150 per hour

Main office location

Swartz Wealth Management LLC

Chicago IL, United States

Number of offices

Most active in

Illinois · Michigan

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 269-832-2433

Advisors at this firm

Jacob S

Series 63, Series 65

Chicago, IL

Swartz Wealth Management LLC

Jacob Swartz is the principal of Swartz Wealth Management LLC in Chicago, IL. He holds Series 63 and Series 65 licenses and has one year of experience in investment management. Prior to founding his firm, he held positions at Xerxes Global, Brainlab, Level EX, and Chicago Capital Management. Outside of investment advising, he is also involved in selling life and health insurance on a part-time basis. Swartz Wealth Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and entities such as trusts and estates. The firm emphasizes passive, long-term investment strategies using low-cost index funds and ETFs, supported by strategic asset allocation and periodic account reviews, and offers educational content and workshops at no additional charge.

General retirement planning Social Security optimization Cash flow / budgeting Passive / index investing

Adam S

Series 65

Rockford, MI

Swartz Wealth Management LLC

Adam Skedgell is a financial advisor at Swartz Wealth Management LLC, holding a Series 65 designation. He has been with the firm since 2026 and has prior experience at Adfam LLC. Swartz Wealth Management LLC is a registered investment adviser that provides ongoing portfolio management and modular financial planning to individuals, high-net-worth clients, and entities such as trusts and estates. The firm focuses on passive, long-term investment strategies using low-cost index funds and ETFs, and offers educational content and seminars to clients and prospects.

General retirement planning Social Security optimization Cash flow / budgeting Passive / index investing

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