Signature Wealth Management Partners LLC

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Signature Wealth Management Partners LLC
CRD #298315
SEC #801-113932
CIK #0001824694
AUM 454.2 M (2026-03-25)
Employees 8 (75% Investors, 75% Brokers)
Fees
Minimum
Phone201-505-1100
Address85 Chestnut Ridge Road
Montvale, NJ 07645
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
50040030020010002010201520212027
Fees and Compensation — Form ADV Part 2A (7/28/2026) [Brochure]
Item 5. Fees and Compensation
      SWMP offers services on a fee basis, which includes fixed fees, as well as fees based upon assets under
      management. Additionally, certain of the Firm’s Supervised Persons, in their individual capacities, offers
      securities brokerage services and/or insurance products under a separate commission-based arrangement.
      For investment management fees associated with participation in the Wrap Program, please see the Wrap
      Brochure.

Page | 6                                                                                             © MarketCounsel 2026

 Disclosure Brochure

      Financial Planning and Consulting Fees

      SWMP charges a fixed fee for providing financial planning and consulting services under a stand-alone
      engagement. These fees are negotiable, but range from $1,000 to $5,000, depending upon the scope and
      complexity of the services and the professional rendering the financial planning and/or the consulting
      services. If the client engages the Firm for additional investment advisory services, SWMP may offset all
      or a portion of its fees for those services based upon the amount paid for the financial planning and/or
      consulting services.

      The terms and conditions of the financial planning and/or consulting engagement are set forth in the
      Advisory Agreement and SWMP requires one-half of the fee (estimated hourly or fixed) payable upon
      execution of the Advisory Agreement. The outstanding balance is due upon delivery of the financial plan
      or completion of the agreed upon services. The Firm does not, however, take receipt of $1,200 or more in
      prepaid fees in excess of six months in advance of services rendered.

      Wealth Management Fees

      SWMP offers wealth management services for an annual fee based on the amount of assets under the Firm’s
      management. This management fee varies in accordance with the following fee schedule:

                                   PORTFOLIO VALUE                         BASE FEE
                                      Up to $499,999                          1.25%
                                   $500,000 - $1,499,999                      1.00%
                                  $1,500,000 - $2,999,999                     0.90%
                                  $3,000,000 - $4,999,999                     0.80%
                                  $5,000,000 - $7,999,999                     0.65%
                                  $8,000,000 - $9,999,999                     0.50%
                                 $10,000,000 - $11,999,999                    0.46%
                                 $12,000,000 - $14,999,999                    0.43%
                                 $15,000,000 - $17,999,999                    0.40%
                                    Above $18,000,000                         0.38%

      Alternatively, the Firm can be engaged to provide the wealth management services on a fixed fee basis for
      certain clients, including those with less anticipated transactions and/or those with certain types of holding
      such as fixed income, structured notes and certificates of deposit. Any fixed fee would be negotiated and
      based upon the anticipated services and assets under management. The annual fee is prorated and charged
      monthly, in advance, based upon the market value of the assets being managed by SWMP on the last day
      of the previous month. If assets are deposited into or withdrawn from an account after the inception of a
      billing period, the fee payable with respect to such assets is adjusted to reflect the interim change in portfolio

Page | 7                                                                                               © MarketCounsel 2026

 Disclosure Brochure

      value. For the initial period of an engagement, the fee is calculated on a pro rata basis. In the event the
      advisory agreement is terminated, the fee for the final billing period is prorated through the effective date
      of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client,
      as appropriate.

      The Firm includes cash in a client’s account in determining the valuation for billing purposes. The Firm
      may, in its sole discretion, not include cash in determining the fee, especially where a client has a high
      percentage of cash for reasons other than the Firm's investment management decision. Additionally, for
      asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets,
      accommodation accounts, alternative investments, etc.), SWMP may negotiate a fee rate that differs from
      the range set forth above. Clients are advised that a conflict of interest exists for the Firm to recommend
      that clients engage SWMP for additional services for compensation, including rolling over retirement
      accounts or moving other assets to the Firm’s management. Clients retain absolute discretion over all
      decisions regarding engaging the Firm and are under no obligation to act upon any of the recommendations.

      Fee Discretion

      SWMP may, in its sole discretion, negotiate to charge a lesser fee based upon certain criteria, such as
      anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be
      managed, related accounts, account composition, pre-existing/legacy client relationship, account retention
      and pro bono activities.

      Additional Fees and Expenses

      In addition to the advisory fees paid to SWMP, clients also incur certain charges imposed by other third
      parties, such as broker-dealers, custodians, trust companies, banks and other financial institutions
      (collectively “Financial Institutions”). These additional charges include securities brokerage commissions,
...
Account Minimums and Types of Clients — Form ADV Part 2A (7/28/2026) [Brochure]
Item 7. Types of Clients
      SWMP offers services to individuals, pension and profit sharing plans, trusts, estates, corporations and
      business entities.
Sector Form 13F Holdings Value ($M)
Apple Inc 13.6
Ametek INC/ 7.3
Amazon Com Inc 4.5
Microsoft Corp 4.4
J P Morgan Chase & Co 4.0
Alphabet Inc 3.9
Facebook Inc 3.4
Nvidia Corp 3.2
Johnson & Johnson 3.1
United Technologies Corp /DE/ 1.8
View All
Holdings by Sector ($M)
2502001501005002021202320252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 316 115.7
(b) Individuals (high net worth individuals) 107 333.2
(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 3 4.4
(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 6 0.8
(n) Other 0 0.0
Total 942 454.2
By Discretionary
Discretionary 927 451.8
Non-Discretionary 15 2.5
Total 942 454.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 454.2
Total 942 454.2
EDGAR Form CIK 2011 - 2026
13F-HR [0001824694]
Firm Profile (Form ADV)
Clients3
ServesInstitutional, Retail
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