SIGNIFY WEALTH LLC

Overview

Signify Wealth LLC is an independent registered investment adviser that acts as a capital allocator for high-net-worth individuals, families and institutional clients. The firm runs both discretionary portfolio management and financial planning, and it also designs and oversees pooled vehicles and selects outside advisers when needed. Fee arrangements include a percentage-of-AUM base and the use of performance-based fees for certain mandates, which aligns manager compensation with client outcomes on some strategies. Investment activity shows a tilt toward liquid public funds combined with meaningful allocations to third‑party alternative managers. The firm is not positioned as an active ESG investor and operates primarily through traditional custodial channels while sourcing external managers for private-market exposure. Given its mandate to manage pooled vehicles and choose sub‑advisers, Signify Wealth appears to combine in‑house portfolio construction with outsourced specialty managers for illiquid or niche strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices