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SIGNIFY WEALTH LLC
CRD 160094File 801-116909
APPROVED
Retail clients
Custody
Filing as of Jun 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$364.6M
Below cohort median (national)
Discretionary AUM
$364.6M
Clients
114
311 accounts
Employees
17
Below cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 5, 2019
- Principal office
- 7750 CLAYTON ROAD, SUITE 100, ST. LOUIS, MO, 63117
- Phone
- 314-222-0295
- Website
- HTTP://WWW.SIGNIFYWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $364.6M
- Discretionary AUM
- $364.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 311
- Non-discretionary accounts
- 0
- Total accounts
- 311
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $11K |
| High net worth individuals | 40 | $345.4M |
| Pooled investment vehicles | 1 | $2.7M |
| Individuals (other than high net worth individuals) | 72 | $16.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | AUM | $364,476,391 | $364,555,522 | increased by$79,131 |
| Jul 1, 2026 | Accounts | 312 | 311 | decreased by1 |
| Mar 1, 2026 | Employees | 19 | 17 | decreased by2 |
| Mar 1, 2026 | Clients | 115 | 114 | decreased by1 |
| Mar 1, 2026 | AUM | $283,707,850 | $364,476,391 | increased by$80,768,541 |
| Mar 1, 2026 | Accounts | 406 | 312 | decreased by94 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1 | 19 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 81 | 115 | increased by34 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $205,497,488 | $283,707,850 | increased by$78,210,362 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 259 | 406 | increased by147 |
| Apr 1, 2022 | Clients | 79 | 81 | increased by2 |
| Apr 1, 2022 | AUM | $177,214,188 | $205,497,488 | increased by$28,283,300 |
| Apr 1, 2022 | Accounts | 227 | 259 | increased by32 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SIGNIFY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SIGNIFY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.