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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Signature Wealth Management Group LLC
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| CRD # | 285713 |
| SEC # | 801-109974 |
| CIK # | 0001736666 |
| AUM | $401.7 M (2025-03-13) |
| Employees | 11 (36% Investors, 18% Brokers) |
| Phone | 678-932-2500 |
| Address | 3625 Cumberland Boulevard Atlanta, GA 30339 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Southern Co | 11.1 | ||
| Microsoft Corp | 5.8 | ||
| International Business Machines Corp | 5.3 | ||
| Cisco Systems Inc | 5.3 | ||
| Williams Companies Inc | 5.2 | ||
| Home Depot Inc | 5.2 | ||
| AbbVie Inc | 4.6 | ||
| Realty Income Corp | 4.4 | ||
| Johnson & Johnson | 4.4 | ||
| Paychex Inc | 4.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 358 | 183.4 |
| (b) Individuals (high net worth individuals) | 105 | 218.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,299 | 401.7 |
| By Discretionary | ||
| Discretionary | 1,299 | 401.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,299 | 401.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 401.7 | |
| Total | 1,299 | 401.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001736666] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Headland Capital LLC
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|
SC | 0.4 |
|
Centered Wealth LLC
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|
TX | 0.4 |
|
Concorde Financial Corporation
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TX | 0.4 |
|
Accretive Wealth Partners LLC
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NJ | 0.4 |
|
WealthEdge Investment Advisors LLC
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|
NY | 0.4 |
|
Thayer Partners LLC
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|
0.4 | |
|
Objectivity Squared LLC
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|
SC | 0.4 |
|
Wealth Advisors of Tampa Bay LLC
✚
|
FL | 0.4 |
|
Roth Financial Partners LLC
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|
TX | 0.4 |
|
Seascape Capital Management LLC
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|
NH | 0.4 |