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SIGNAL ADVISORS WEALTH, LLC

CRD 301086File 801-127017
APPROVED
Retail clients
Custody
Filing as of Aug 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.69B
Top 25% of cohort (national)
Discretionary AUM
$1.63B
Non-discretionary $55.5M
Clients
4,816
10,642 accounts
Employees
37
Top 25% of cohort in MI

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Dec 8, 2022
Principal office
1555 BROADWAY ST, DETROIT, MI, 48226
Phone
1-866-774-4625

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.69B
Discretionary AUM
$1.63B
Non-discretionary AUM
$55.5M
Discretionary accounts
10,372
Non-discretionary accounts
270
Total accounts
10,642
AUM per client
$351K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals473$697.1M
Individuals (other than high net worth individuals)4,343$992.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for other
  • Portfolio management for businesses
  • 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
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees1537increased by22
Apr 1, 2026Clients4,2574,816increased by559
Apr 1, 2026AUM$1,352,814,108$1,689,496,523increased by$336,682,415
Apr 1, 2026Accounts10,25010,642increased by392
Dec 1, 2025
vs May 1, 2025
Employees1415increased by1
Dec 1, 2025
vs May 1, 2025
Clients2,2334,257increased by2,024
Dec 1, 2025
vs May 1, 2025
AUM$1,161,923,818$1,352,814,108increased by$190,890,290
Dec 1, 2025
vs May 1, 2025
Accounts12,18710,250decreased by1,937
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SIGNAL ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SIGNAL ADVISORS” 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.