Signify Wealth LLC

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Assets, Funds, Holdings

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Signify Wealth LLC
CRD #160094
SEC #801-116909
CIK #0001769062
AUM 364.6 M (2026-06-17)
Employees 17 (24% Investors, 0% Brokers)
Phone314-222-0295
Address7750 Clayton Road
St Louis, MO 63117
Source [IAPD] [EDGAR] [Website] [Instagram]
Total AUM ($M)
4003202401608002010201520212027
Sector Form 13F Holdings Value ($M)
Tesla Motors Inc 5.8
Amazon Com Inc 5.6
Apple Inc 5.0
Alphabet Inc 4.6
iShares Comex Gold Trust 3.4
Nvidia Corp 1.8
Microsoft Corp 0.9
Facebook Inc 0.6
Netflix Inc 0.5
CrowdStrike Holdings Inc 0.3
Holdings by Sector ($M)
170136102683402019202120232026
Type Form D Funds Date Sold AUM
VC Signify Minerva RMC II A Series of CGF2021 LLC [2025-07-25] 0.9 M 2.7 M
Offered $935,000 · Filed 2025-08-04 (D) · Exemption 506(b), 3(c), 3(c)(1) · Duration One year or less · Revenue Decline to Disclose
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 72 16.5
(b) Individuals (high net worth individuals) 40 345.4
(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 1 2.7
(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 1 0.0
(n) Other 0 0.0
Total 311 364.6
By Discretionary
Discretionary 311 364.6
Non-Discretionary 0 0.0
Total 311 364.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 364.6
Total 311 364.6
Form D Directors Role # Filings # Firms 2011 - 2026
Sydecar Director 4786 74
Brett Sagan Executive Officer 2847 48
EDGAR Form CIK 2011 - 2026
13F-HR [0001769062]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
Fund TypesPrivate Equity
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