SIGNALUP WEALTH, LLC

RIASEC Registered
Total AUM
$11.4M
Discretionary
$11.4M
100% of AUM
Avg account
$173K
Accounts
66
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
  • Individuals61.23%
  • HNWI38.77%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Signalup Wealth, LLC is a small, independent RIA that provides fee-based financial planning and discretionary portfolio management primarily to individuals and families. The firm charges a percentage of assets under management and offers hourly consulting, and it lists services that include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. Signalup operates as a capital allocator—directing client capital to external managers when appropriate—and does not position itself as an active ESG investor. The firm’s stated investment preference is equities, with a tendency to construct portfolios around exchange‑traded instruments while supplementing strategies with mutual funds and targeted alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

    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