This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SWAN WEALTH MANAGEMENT LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2016earliest registration or exam on IAPD

Years in industry

9derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Mar 8, 2017

First registration

Dec 11, 2023

Dual registered

no

Other names

MIKEY MAHALICH|MIKEY JOSEPH MAHALICH|MICHAEL JOSEPH MAHALICH|Michael Mahalich

IAPD individual key

6337448

• Occurred

  May 13, 2026
  Advisor changed firm

  Michael Mahalich left Cetera Investment Advisers Llc for Swan Wealth Management Llc (registered 2026-05-15)

  Form ADVobserved 6 days ago
• Occurred

  Jan 22, 2024
  Advisor changed firm

  Michael Mahalich left Cantor Fitzgerald Investment Advisors for Cetera Advisors Llc (registered 2024-02-08)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:23985a43-588c-ec40-4ed1-3067ca4ab894

First observed

Dec 11, 2023

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.