David L. Swenson
Investment adviser representative at Ridgegate Advisors, LLC
12 yearsExperience
3 statesRegistered in
$119MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Ridgegate Advisors, LLCSep 2025 to now
- Ridgegate Financial, LLCMar 2024 to now
- Ridgegate Insurance, LLCMar 2024 to now
- Ae Wealth Management, LLCNov 2019 to Dec 2025
- Swenson Wealth AdvisorsJan 2019 to Mar 2024
- Spire Investment PartnersMar 2017 to Oct 2019
- United Capital Financial Advisers, LLCSep 2014 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 3 states (CA, CO, TX).
Ridgegate Advisors, LLC
$119MAssets managed
206Clients
7Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4754086
- Firm CRD
- 334233