Signify Wealth LLC

Overview

Signify Wealth LLC is an independent registered investment adviser that began SEC registration in 2019 and operates as a limited liability company. The firm positions itself as a capital allocator serving both high-net-worth individuals and family clients as well as institutional accounts. Its advisory mandate spans financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of external advisers. Compensation is a mix of percentage-of-AUM fees and performance-based arrangements. Signify does not describe itself as an active ESG investor and reports a single-state focus rather than a multi-state adviser. Signify also participates on the sponsor/GP side of pooled vehicles, reflecting an appetite to originate or manage private funds in addition to running client portfolios. That mix of duties—portfolio manager, fund sponsor, and allocator to third-party managers—frames the firm as both a traditional RIA and a manager of private investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives