Signature Wealth Management Partners LLC

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Assets, Funds, Holdings

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Signature Wealth Management Partners LLC
CRD #298315
SEC #801-113932
CIK #0001824694
AUM $332.6 MM (2024-03-28)
Employees 7 (71% Investors, 86% Brokers)
Phone201-505-1100
Address85 Chestnut Ridge Road
Montvale, NJ 07645
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
4003202401608002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 11.1
AME 25,427.8 5.7
AMZN 1,092,997.8 4.2
MSFT 1,918,222.4 4.1
JPM 340,169.2 2.8
META 434,852.0 2.2
GOOGL 1,475,138.5 2.0
DOV 17,556.2 1.9
XOM 385,508.3 1.5
T 147,547.0 1.3
View All
Holdings by Sector ($MM)
14011284562802020202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 316 99.7
(b) Individuals (high net worth individuals) 93 227.7
(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 4 4.5
(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 5 0.8
(n) Other 0 0.0
Total 903 332.6
By Discretionary
Discretionary 903 332.6
Non-Discretionary 0 0.0
Total 903 332.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 332.6
Total 903 332.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001824694]
Comparable Firms State AUM ($BB)
Quad-Cities Investment Group LLC
IA 0.3
KKM Financial LLC
IL 0.3
Martin Capital Partners LLC
OR 0.3
Peregrine Investment Advisors LLC
MS 0.3
Juncture Wealth Strategies LLC
AZ 0.3
Smith Financial Investment Advisors Inc
IN 0.3
Capasso Planning Partners LLC
SC 0.3
Alphaq Advisors LLC
FL 0.3
Joule Financial LLC
KY 0.3
Freedom Fiduciaries LLC
ID 0.3
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