Signalup Wealth, LLC

Overview

Signalup Wealth, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and operates as a capital allocator, using third-party managers alongside its own advisory services. Its client-facing fees are charged as a percentage of assets under management and through hourly billing. Service offerings listed in SEC filings include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives