Signet Private Wealth, LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 290029
- Registered since
- May 25, 2023
- Website
- www.twende-invest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.53%
- Individuals8.56%
- Charitable Organizations5.9%
- Other0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Signet Private Wealth, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2023. The firm serves both individual & family clients and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the publication of periodic newsletters. Fee arrangements include a percentage of assets under management along with hourly and fixed-fee engagements. Signet identifies as an active ESG investor and lists an accountant among its industry affiliations. The firm is not structured as a capital allocator and does not present itself as a multi-state adviser, pension consultant, or related adviser. Its owner type is listed as a combination of a domestic entity and an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities40%
- Public Funds/Mutual Funds30%
- US Government Bonds18%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds1%
Contacts
3 of 4
David Ventura
Managing PrincipalCRD 5333708
Jonathan Spencer
Founder, Managing PrincipalCRD 6731276
Thomas Laughlin
Investment AnalystCRD 7054070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$61.9M in ETFs
96%
$59.3M
2%
$2.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $23M | 30,735 | 37.16% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 150 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Grizzlyrock Capital, LLC
RIAChicago, IL
Kinzie Capital Partners
RIAChicago, IL
First Analysis Capital Management LLC
RIAChicago, IL
MWS Capital Consultants LLC
RIAChicago, IL
Equity Armor Investments
RIAChicago, IL
GLL Investors
RIAChicago, IL