Signalup Wealth, LLC
Firm details
- Headquarters
- Fayetteville, Arkansas
- CRD number
- 332588
- Website
- signalupwealth.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds49%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
James Smith
Investment Advisor RepresentativeCRD 5867918
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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