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SIGNIFY WEALTH LLC
CRD 160094 · SEC 801-116909
7750 CLAYTON ROAD, SUITE 100, ST. LOUIS, MO, 63117, United States
Phone
314-222-0295
Fax
314-222-0296
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$364.6M
Discretionary AUM
$364.6M
Team
17 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersBILL PAYMENT COORDINATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $16.5M |
| High net worth individuals | 40 | $345.4M |
| Pooled investment vehicles | 1 | $2.7M |
| Corporations/business entities | 1 | $11K |
States served
CA, GA, LA, SC, TN, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD