Signalup Wealth, LLC

RIAState Registered
Total AUM
$10.4M
Discretionary
$10.4M
100% of AUM
Avg account
$149K
Accounts
70
Employees
1
Advisory reps
1

Firm details

Headquarters
Fayetteville, Arkansas
CRD number
332588
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Signalup Wealth, LLC is an independent RIA organized as an Arkansas-based LLC and owned by an individual. The firm serves individual and family clients and functions as a capital allocator—selecting third‑party managers when appropriate. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Compensation is charged as a percentage of assets under management and via hourly fees. Signalup does not identify as an active ESG investor and operates solely within its home state rather than as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 49%, Investment Grade Corp Bonds 1%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds49%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • James Smith

    James Smith

    Investment Advisor RepresentativeCRD 5867918

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Fayetteville, AR

Washington

Location

Fayetteville, AR

Headquartered in Fayetteville, AR, in the South of the United States.

Region
South
County
Washington
Address
70 N College Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth