Signify Wealth LLC

Overview

Signify Wealth LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2019. The firm describes itself as a capital allocator that serves both individual and family clients as well as institutional investors. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles and selection/oversight of other managers. Compensation is primarily a percentage of assets under management and the firm also charges performance-based fees for certain relationships. Signify does not report a focus on ESG investing and is not registered as a multistate adviser. Signify also participates on the manager side: it sponsors and acts as a general partner or managing member of pooled investment vehicles, which aligns with its capital allocator role and use of performance-linked fee structures.

Assets & Accounts

Public Holdings

Investments & Alternatives