Overview
Assets Under Management: $387 million
Headquarters: MONTVALE, NJ
High-Net-Worth Clients: 95
Average Client Assets: $3 million
Frequently Asked Questions
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298315), SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC is subject to fiduciary duty under federal law.
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC is headquartered in MONTVALE, NJ.
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC serves 95 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC manages $387 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.67
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 940
Discretionary Accounts: 931
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 298315
Filing ID: 1940782
Last Filing Date: 2025-03-27 10:26:00
Website: https://signaturewealthmanagement.com