David Swenson is a registered investment advisor at Ridgegate Advisors, LLC, based in Englewood, CO, with 22 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Real Estate Investing, and 2 more. Their firm serves 175 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable at the sole discretion of Ridgegate.
Fee Estimator
Location
8310 S Valley Highway, Suite 480, Englewood, CO, 80112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the founder of RidgeGate Advisors LLC, where he focuses on insurance sales and services, dedicating nearly full-time hours to this role. He also works as a financial wellness educator and counselor for The Foundation for Financial Wellness, spending a few hours per week on this activity.
Employment History
Current Registrations
Ridgegate Advisors, LLC
Previous Registrations
Ae Wealth Management, LLC
Spire Wealth Management, LLC
United Capital Financial Advisers
Spire Wealth Management, LLC
Srs Capital Advisors, INC.
Secure Financial Group, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.