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| Signify Wealth LLC
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|---|---|
| CRD # | 160094 |
| SEC # | 801-116909 |
| CIK # | 0001769062 |
| AUM | $218.4 MM (2024-07-31) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Phone | 314-222-0295 |
| Address | 7750 Clayton Road St Louis, MO 63117 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AMZN | 1,092,997.8 | 5.2 | |
| AAPL | 2,382,844.0 | 4.9 | |
| GOOGL | 1,475,138.5 | 4.7 | |
| TSLA | 723,390.3 | 3.1 | |
| NVDA | 399,550.0 | 3.0 | |
| IAU | 2.6 | ||
| MSFT | 1,918,222.4 | 1.0 | |
| META | 434,852.0 | 0.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 17.5 |
| (b) Individuals (high net worth individuals) | 38 | 200.9 |
| (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 | 297 | 218.4 |
| By Discretionary | ||
| Discretionary | 297 | 218.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 297 | 218.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 218.4 | |
| Total | 297 | 218.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001769062] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
HMM Group LLC
✚
|
CA | 0.2 |
|
Fisher & Wiens Wealth Management LLC
✚
|
CA | 0.2 |
|
Signature Resources Capital Management LLC
✚
|
CA | 0.2 |
|
Hancock Whitney Investment Services Inc
✚
|
LA | 0.2 |
|
Huber Weakland & Associates Inc
✚
|
MD | 0.2 |
|
Kilterhowling LLC
✚
|
CO | 0.2 |
|
Financial Steward Associates LLC
✚
|
CO | 0.2 |
|
Family Wealth Planning Partners LLC
✚
|
KY | 0.2 |
|
Verity Wealth Advisors LLC
✚
|
CA | 0.2 |
|
Banorte Asset Management Inc
✚
|
TX | 0.2 |