Signal Advisors Wealth LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Signal Advisors Wealth LLC
CRD #301086
SEC #801-127017
CIK #0002010926
AUM 1,689.5 M (2026-05-26)
Employees 37 (100% Investors, 5% Brokers)
Fees
Minimum
Phone866-774-4625
Address1555 Broadway St
Detroit, MI 48226
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
17001360102068034002010201520212027
Sector Form 13F Holdings Value ($M)
Apple Inc 38.1
Nvidia Corp 33.5
Microsoft Corp 26.2
Amazon Com Inc 17.8
Alphabet Inc 16.4
J P Morgan Chase & Co 13.7
Quanta Services Inc 13.3
Visa Inc 12.0
Wal Mart Stores Inc 11.3
 
 
Holdings by Sector ($M)
1500120090060030002024202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 4,343 992.4
(b) Individuals (high net worth individuals) 473 697.1
(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 10,642 1,689.5
By Discretionary
Discretionary 10,372 1,634.0
Non-Discretionary 270 55.5
Total 10,642 1,689.5
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 1,689.3
Total 10,642 1,689.5
EDGAR Form CIK 2011 - 2026
13F-HR [0002010926]
Firm Profile (Form ADV)
ServesInstitutional, Retail
Comparable Firms State AUM
Stephens Group Asset Management LLC
AR 1,703.1 M
Gilbert & Cook Inc
IA 1,698.1 M
Raffa Wealth Management LLC
1,698.1 M
Rothschild Wealth LLC
IL 1,697.5 M
CRA Financial Services LLC
NJ 1,693.4 M
Wellington Consulting Services Inc
VA 1,689.3 M
Petredis Investment Advisors LLC
PA 1,687.0 M
Nevastar Finance Ltd
1,684.6 M
Patton Albertson Miller Group LLC
TN 1,677.8 M
CPC Advisors LLC
GA 1,675.4 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com