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SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
CRD 298315 · SEC 801-113932
85 CHESTNUT RIDGE ROAD, SUITE 201, MONTVALE, NJ, 07645, United States
Phone
201-505-1100
Fax
201-746-6433
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$454.2M
Discretionary AUM
$451.8M
Team
8 total employees; 6 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 316 | $115.7M |
| High net worth individuals | 107 | $333.2M |
| Pension/profit sharing plans | 3 | $4.4M |
| Corporations/business entities | 6 | $841K |
States served
CA, MA, NJ, NY, NC, PA, SC, NH, FL
All web addresses on file
Official SEC filing: View on IAPD