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| Happy Holidays!! thanks for using AUM13F!! |
| Signature Wealth Management Partners LLC
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| CRD # | 298315 |
| SEC # | 801-113932 |
| CIK # | 0001824694 |
| AUM | $387.1 M (2025-03-27) |
| Employees | 8 (62% Investors, 75% Brokers) |
| Phone | 201-505-1100 |
| Address | 85 Chestnut Ridge Road Montvale, NJ 07645 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.4 | ||
| Ametek INC/ | 6.2 | ||
| Amazon Com Inc | 4.8 | ||
| Microsoft Corp | 4.7 | ||
| J P Morgan Chase & Co | 3.9 | ||
| Facebook Inc | 3.4 | ||
| Nvidia Corp | 2.9 | ||
| Public Service Enterprise Group Inc | 2.3 | ||
| Alphabet Inc | 2.0 | ||
| Johnson & Johnson | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 336 | 112.5 |
| (b) Individuals (high net worth individuals) | 95 | 269.7 |
| (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 | 5 | 4.0 |
| (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 | 8 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 940 | 387.1 |
| By Discretionary | ||
| Discretionary | 931 | 385.1 |
| Non-Discretionary | 9 | 2.0 |
| Total | 940 | 387.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 387.1 | |
| Total | 940 | 387.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001824694] |
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