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
3

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 a privately held limited liability company that provides portfolio management services to institutions and to individuals/small businesses, as well as investment companies. The firm charges fees as a percentage of assets under management. It is organized under individual ownership and is not identified as a multi-state adviser, pension consultant, capital allocator, or active ESG investor. SEC registration year is not listed in the available record.

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

1 of 1
  • Ryan Isherwood

    Founder and CIOCRD 4622787

Contacts

2 of 2
  • GERY SADZEWICZ

    CCOCRD 1090963

  • Michael Klenn

    Co-Portfolio ManagerCRD 7127360

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