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| Signal Advisors Wealth LLC
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| |
|---|---|
| CRD # | 301086 |
| SEC # | 801-127017 |
| CIK # | 0002010926 |
| AUM | $465.3 MM (2024-08-30) |
| Employees | 13 (38% Investors, 0% Brokers) |
| Phone | 866-774-4625 |
| Address | 1555 Broadway St Detroit, MI 48226 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| TSLA | 723,390.3 | 3.5 | |
| AAPL | 2,382,844.0 | 2.8 | |
| WAT | 19,843.9 | 2.3 | |
| MCD | 179,584.2 | 1.3 | |
| KR | 34,654.6 | 0.9 | |
| MSFT | 1,918,222.4 | 0.9 | |
| LANC | 3,593.5 | 0.8 | |
| WM | 61,816.0 | 0.5 | |
| F | 47,473.4 | 0.5 | |
| IAU | 0.5 | ||
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,530 | 355.7 |
| (b) Individuals (high net worth individuals) | 52 | 109.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,217 | 465.3 |
| By Discretionary | ||
| Discretionary | 5,203 | 461.1 |
| Non-Discretionary | 14 | 4.2 |
| Total | 5,217 | 465.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 465.3 | |
| Total | 5,217 | 465.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002010926] |
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|---|---|---|
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IL | 0.5 |
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