|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Signify Wealth LLC
✚
|
|
|---|---|
| CRD # | 160094 |
| SEC # | 801-116909 |
| CIK # | 0001769062 |
| AUM | $283.7 M (2025-07-25) |
| Employees | 19 (21% Investors, 0% Brokers) |
| Phone | 314-222-0295 |
| Address | 7750 Clayton Road St Louis, MO 63117 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| 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) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Minerva RMC II LLC | 2025-07-25 | 0.9 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 13.8 |
| (b) Individuals (high net worth individuals) | 38 | 269.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 406 | 283.7 |
| By Discretionary | ||
| Discretionary | 406 | 283.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 406 | 283.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 283.7 | |
| Total | 406 | 283.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001769062] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Weik Capital Management Inc
✚
|
PA | 0.3 |
|
Saxony Capital Management LLC
✚
|
MO | 0.3 |
|
Cottonwood Ventures LLC
✚
|
TX | 0.3 |
|
Kubhera Enterprises LLC
✚
|
NJ | 0.3 |
|
Boston Family Advisors LLC
✚
|
MA | 0.3 |
|
Impact Investors Inc
✚
|
CA | 0.3 |
|
Adalta Capital Management LLC
✚
|
NY | 0.3 |
|
City Different Holdings LP
✚
|
NM | 0.3 |
|
Galliott Capital Advisors LLC
✚
|
CA | 0.3 |
|
Weathervane Asset Management LLC
✚
|
FL | 0.3 |