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Swad Wealth ManagementFinancial advisor in Santa Rosa, CA

Swad Wealth Management is a financial advisor at 100 Stony Point Rd Ste 244, Santa Rosa, CA 95401, ranked #18 of 71 financial advisors in Santa Rosa and rated 5.0 from 11 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Santa Rosa, CAUpdated 0 paid placements in any rankingHow we rank

Call (707) 899-1010Website ↗

Key facts

Key facts about Swad Wealth Management
Address100 Stony Point Rd Ste 244, Santa Rosa, CA 95401Get directions
Phone(707) 899-1010
Websiteswadwealth.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 11 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Santa Rosa and 5 towns within 25 miles: Rohnert Park, Windsor, Healdsburg, Petaluma and Sonoma.

Based in Santa Rosa, CAView on map

Opening hours

Opening hours for Swad Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Swad Wealth Management

How is Swad Wealth Management ranked in Santa Rosa?

Swad Wealth Management is ranked #18 of 71 financial advisors in Santa Rosa by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Swad Wealth Management’s hours?

Swad Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Swad Wealth Management serve?

Serves Santa Rosa and 5 towns within 25 miles: Rohnert Park, Windsor, Healdsburg, Petaluma and Sonoma. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Swad Wealth Management?

Swad Wealth Management has a rating of 5.0 from 11 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Swad Wealth Management?

Call Swad Wealth Management on (707) 899-1010. The business is at 100 Stony Point Rd Ste 244, Santa Rosa, CA 95401. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Swad Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Swad Wealth Management (this business)—685.0 (11)NoNo
A.E.I. Financial Group#16685.0 (22)NoNo10.3 mi
Arrow Point Wealth Management#17685.0 (11)NoNo2.2 mi
Kobrin Financial & Insurance Services#19685.0 (10)NoNo4.1 mi

See all 71 ranked financial advisors in Santa Rosa