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 SEC-registered limited liability company that operates as an institutional registered investment adviser. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals/small businesses and for investment companies among its advisory activities. It identifies an institutional client base, does not self-report as an active ESG investor, and is not designated as a pension consultant, related adviser, or multi-state adviser on its filings. Ownership is listed as individual.

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
  • Dillon Hoover

    Dillon Hoover

    Co-Portfolio ManagerCRD 5849473

  • Michael Klenn

    Co-Portfolio ManagerCRD 7127360

Wealth teams

FINTRX

Newly hired reps

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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