SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC

Overview

Signature Wealth Management Partners, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and institutions, and also sponsors the selection of outside advisers when strategies fall outside its internal capabilities. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. Investment activity centers on public-market exposure through mutual funds, ETFs and individual equities, with a material use of third‑party alternative managers to supplement core holdings. The firm does not identify as an active ESG investor. Its custodian relationship is with Charles Schwab & Co., Inc., indicating reliance on a major retail custodian for custody and execution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices