SIGNALUP WEALTH, LLC

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