D
DYNAMIC
SEC RegisteredClarity. Integrity. Trust.
PHOENIX, AZhttps://swensonhugheswealth.com(877) 257-3840
Assets Under Management
$5B–$25B
Employees
130
Office Locations
38 offices
Total Accounts
15179
About the firm
Swenson Hughes Wealth Management takes a values-based planning approach to financial well-being, guiding the accumulation, management, and growth of wealth with purpose over a lifetime. The team has more than 50 years' collective experience working with legacy clients who value honesty and authenticity, delivering high quality financial advice in the best interest of their clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/MunicipalInsurance Companies
Areas of expertise
Financial PlanningWealth ManagementInvestment ManagementRetirement PlanningTax PlanningLife InsuranceLong-term CareValues-based PlanningFiduciary
Services
Customized financial planning, investment and wealth management with fully customizable portfolios, financial and retirement planning, proactive tax planning, and life insurance and long-term care solutions.
Who they serve
Legacy clients who value honesty and authenticity.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3,696 | $863M |
| High Net Worth Individuals | 1,813 | $4.5B |
| Charitable Organizations | 69 | $236M |
| State/Municipal Entities | 15 | — |
56 total clients reported on Form ADV.
Leadership
James Richard Cannon
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
Office locations
38 offices in 14 states
AZ
PHOENIXHQ
TX
KENEDY
CT
GUILFORD
ID
REXBURG
AZ
PHOENIX
IL
DEERFIELD
CA
SAN DIEGO
CO
DURANGO
AZ
GILBERT
MI
PETOSKEY
FL
BOCA RATON
OK
EDMOND
MI
TRAVERSE CITY
AZ
PHOENIX
CA
NEWPORT BEACH
MN
BLOOMINGTON
CA
ORANGE
MI
GRAND RAPIDS
AZ
PHOENIX
CA
WESTLAKE VILLAGE
CA
ORANGE
CO
FORT COLLINS
TX
BULVERDE
CA
THOUSAND OAKS
AZ
PHOENIX
CA
CALABASAS
MI
TRAVERSE CITY
CA
SAN DIEGO
UT
SALT LAKE CITY
AZ
MARANA
ID
IDAHO FALLS
FL
MIAMI
CA
SAN DIEGO
WA
CAMAS
MI
SHELBY TOWNSHIP
MT
HELENA
TX
MCALLEN
CO
DURANGO
Advisors at this firm
78 advisors in the directory
Michael A Acevedo
Investment Adviser Representative
Mark Loal Anderson
Investment Adviser Representative
Vincent James Asaro
Investment Adviser Representative
Brock Benjamin Bowden
Investment Adviser Representative
Brian C Bowen
Investment Adviser Representative
Laura Ann Bradford
Investment Adviser Representative
Brian Michael Bucell
Investment Adviser Representative
James Richard Cannon
Investment Adviser Representative
Margot Suzanne Davis
Investment Adviser Representative
Matthew John Desmond
Investment Adviser Representative
Sara Marshall Di Ruscio
Investment Adviser Representative
John Allen Davis III
Investment Adviser Representative
Parker Elliott Dubreuil
Investment Adviser Representative
Ross Daniel Emmer
Investment Adviser Representative
Konstantin Grigoryevich Etus
Investment Adviser Representative
Laura Alice Evans
Investment Adviser Representative
Anthony James Fischetti
Investment Adviser Representative
Michael Aubrey Freeman
Investment Adviser Representative
John Graton Gillespie
Investment Adviser Representative
Erin Michael Goergen
Investment Adviser Representative
Timothy M Garretson
Investment Adviser Representative
Matthew Robert Hansen
Investment Adviser Representative
Justin Brooks Hardesty
Investment Adviser Representative
Marina Hernandez
Investment Adviser Representative
Matthew Michael Hoaglin
Investment Adviser Representative
Joseph Andrew Harris
Investment Adviser Representative
David Russell Hoffman
Investment Adviser Representative
Patrick Edward Huey
Investment Adviser Representative
David Anthony Hughes
Investment Adviser Representative
Mark Stephen Johnson
Investment Adviser Representative
Cherie Jean Jolly
Investment Adviser Representative
Heather Jackson
Investment Adviser Representative
Riley Stephen Johnson
Investment Adviser Representative
Cameron Luke Juhnke
Investment Adviser Representative
Jeffrey Edward Krueg
Investment Adviser Representative
Steven Philip Kulesza
Investment Adviser Representative
Michelle Anne Kaufman Gulko
Investment Adviser Representative
Theresa Anne Krueg
Investment Adviser Representative
Shannon Nicole Larson
Investment Adviser Representative
Zachary Paul Liggett
Investment Adviser Representative
Edward Jonathon Lebeau
Investment Adviser Representative
Delvis Llanes
Investment Adviser Representative
Desiree Ann Longoria
Investment Adviser Representative
Jose Guadalupe Longoria Jr
Investment Adviser Representative
David Jeffery Marques Matuszak
Investment Adviser Representative
Alano David Massi
Investment Adviser Representative
Michael Richard Mazzella Jr.
Investment Adviser Representative
Kelly Lane McCann
Investment Adviser Representative
Thomas Scott McCann
Investment Adviser Representative
Tomas McMillan II
Investment Adviser Representative
Jason Garrett Noble
Investment Adviser Representative
Roger Nusbaum
Investment Adviser Representative
Craig Alan Nieschwietz
Investment Adviser Representative
Michael Niewiadomski
Investment Adviser Representative
Ryan C Olds
Investment Adviser Representative
Christopher Edward Ordway
Investment Adviser Representative
Stephen Morgan Pease
Investment Adviser Representative
Athanassios Panagiotakopoulos
Investment Adviser Representative
Derek Samuel Pantele
Investment Adviser Representative
Scott Allen Rader
Investment Adviser Representative
Sundip "sonny" Rai
Investment Adviser Representative
Ryan Timothy Rippy
Investment Adviser Representative
Charles Steven Sera
Investment Adviser Representative
Theresa Colette Standart
Investment Adviser Representative
Melissa J Stewart
Investment Adviser Representative
Paul Thomas Swenson
Investment Adviser Representative
Trent Sadler
Investment Adviser Representative
Andrew J. Sekula Mr.
Investment Adviser Representative
Kushal Ashwin Shah
Investment Adviser Representative
Rodney Alan Smith
Investment Adviser Representative
Jamie Brooke Thomas
Investment Adviser Representative
Donald Cutler Wiscomb
Investment Adviser Representative
Stefan J Wolf
Investment Adviser Representative
Celeste Karen Wall
Investment Adviser Representative
Mark Edward Weil
Investment Adviser Representative
David Jeng-Huei Wu
Investment Adviser Representative
Jonas M Zamora
Investment Adviser Representative
Alecsander Angeles Zari
Investment Adviser Representative
Regulatory & compliance
CRD number
#151367
SEC Number
801-72203
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
swensonhugheswealth.comPhone
(877) 257-3840Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DYNAMIC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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