Tci Wealth Advisors, Inc.

Overview

Tci Wealth Advisors, Inc. is an SEC registered investment adviser based in Tucson, AZ, registered since 1990. It reports $5.4B in assets under management across 11,863 accounts, with 72 employees. It has 46 investment adviser representatives.

Reported AUM

$5.4B

Discretionary

100%

Accounts

11,863

Average account

$453K

Employees

72

Advisory reps

46

Registered since

1990

Jurisdictions

38

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 6

• Samuel Thomas Swift Chief Executive Officer, President CRD 5495465
• Arturo Ramiro Tellez Shareholder, Chief Practice Officer CRD 2105805
• Ashley Meredith Swift Shareholder, Chief Operating Officer CRD 7694089

3 more executive officers, with direct contact details

Advisory reps 3 of 46

• Michael Abeshaus Investment Adviser Rep CRD 5572046
• Addison Jacob Adelberg Investment Adviser Rep CRD 7441531
• Joshua James Baird Investment Adviser Rep CRD 6637070

43 more advisory reps, with emails, phones and branch locations

Location

Headquarters

4011 E Sunrise Dr
Tucson, AZ 85718

County

Pima

Metro area

Tucson, AZ

Region

West

Registrations

• SEC registered
• Registered in 38 jurisdictions
• Website: tciwealth.com

Every state, with registration dates

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