Signature Wealth Management Partners, LLC
Firm details
- Headquarters
- Montvale, New Jersey
- CRD number
- 298315
- Registered since
- September 4, 2018
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.37%
- Individuals25.47%
- Pension & Profit Sharing Plans0.98%
- Corporations / Businesses0.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Signature Wealth Management Partners, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2018. The firm is owned by an individual and positions itself as a capital allocator for both individual/family and institutional clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection or oversight of third‑party advisers. Compensation is primarily percentage‑of‑AUM with the option for fixed fees. The firm does not market itself as an active ESG investor and lists an affiliation with accounting professionals.
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
- Public Funds/Mutual Funds61%
- Exchange Traded Equities25%
- Cash & Cash Equivalents10%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
1 of 1
Donna Emr
Chief Compliance OfficerCRD 5161988
Contacts
3 of 5
Kenneth Botwinick
PartnerCRD 4572690
Gregory Emr
Managing Member, Wealth AdvisorCRD 2244515
Elizabeth Emr
Managing Member, Wealth AdvisorCRD 1001109
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$124M in ETFs
71%
$88.1M
29%
$36.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 VALUE ETF (IVE) | BlackRock | Passive | Large Value | $22.4M | 98,481 | 18.00% |
Location
Montvale, NJ
Bergen
Location
Montvale, NJ
Headquartered in Montvale, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Bergen
- Address
- 135 Chestnut Ridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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