|
⚲
|
| Signal Advisors Wealth LLC
✚
|
|
|---|---|
| CRD # | 301086 |
| SEC # | 801-127017 |
| CIK # | 0002010926 |
| AUM | $1.7 B (2026-05-26) |
| Employees | 37 (100% Investors, 5% Brokers) |
| Phone | 866-774-4625 |
| Address | 1555 Broadway St Detroit, MI 48226 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| 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) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,343 | 992.4 |
| (b) Individuals (high net worth individuals) | 473 | 697.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10,642 | 1,689.5 |
| By Discretionary | ||
| Discretionary | 10,372 | 1,634.0 |
| Non-Discretionary | 270 | 55.5 |
| Total | 10,642 | 1,689.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 1,689.3 | |
| Total | 10,642 | 1,689.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002010926] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stephens Group Asset Management LLC
✚
|
AR | 1.7 |
|
Gilbert & Cook Inc
✚
|
IA | 1.7 |
|
Raffa Wealth Management LLC
✚
|
1.7 | |
|
Rothschild Wealth LLC
✚
|
IL | 1.7 |
|
CRA Financial Services LLC
✚
|
NJ | 1.7 |
|
Wellington Consulting Services Inc
✚
|
VA | 1.7 |
|
Petredis Investment Advisors LLC
✚
|
PA | 1.7 |
|
Nevastar Finance Ltd
✚
|
1.7 | |
|
Patton Albertson Miller Group LLC
✚
|
TN | 1.7 |
|
CPC Advisors LLC
✚
|
GA | 1.7 |