Significance Capital Management LLC

RIASEC RegisteredEst. 2026
Total AUM
$3.8M
Discretionary
$3.8M
100% of AUM
Avg account
$959K
Accounts
4
Employees
2
Advisory reps
4

Firm details

Headquarters
Milwaukee, Wisconsin
CRD number
331940
Registered since
May 15, 2026
Custodians
U.S. BANK, N.A.
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Significance Capital Management LLC is an institutional registered investment adviser organized as an LLC. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses as well as for investment companies. The adviser does not position itself as an active ESG investor and is not identified as a multi‑state or pension consultant firm in the filing. The firm is owned by an individual and is classified as an institutional RIA. The SEC registration year recorded in the filing is 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Public Funds/Mutual Funds 2%, Cash & Cash Equivalents 1%97%
  • Exchange Traded Equities97%
  • Public Funds/Mutual Funds2%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • Gery Sadzewicz

    Gery Sadzewicz

    Chief Executive OfficerCRD 1090963

  • Ryan Isherwood

    Ryan Isherwood

    Founder and CIOCRD 4622787

Contacts

2 of 2
  • Michael Klenn

    Co-Portfolio ManagerCRD 7127360

  • Dillon Hoover

    Dillon Hoover

    Co-Portfolio ManagerCRD 5849473

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Milwaukee, WI

Milwaukee

Location

Milwaukee, WI

Headquartered in Milwaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
Milwaukee
Address
250 E Wisconsin Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth