Signalup Wealth, LLC
Firm details
- Headquarters
- Fayetteville, Arkansas
- CRD number
- 332588
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Signalup Wealth, LLC is an independent, Arkansas-registered limited liability company that advises individual and family clients. Ownership is held by an individual principal. The firm operates as a capital allocator and bills clients through a mix of percentage-of-AUM fees and hourly charges. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting support. Signalup does not position itself as an active ESG investor and appears focused on traditional wealth management relationships rather than multi-state or institutional pension business.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds49%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
James Smith
Investment Advisor RepresentativeCRD 5867918
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fayetteville, AR
Washington
Location
Fayetteville, AR
Headquartered in Fayetteville, AR, in the South of the United States.
- Region
- South
- County
- Washington
- Address
- 70 N College Ave
- Time zone
- CT (UTC-6)
- Office locations
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