This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=6.0

Regulatory AUM

$454MItem 5.F on the latest filing (2026-07-28); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$452M

Private client RAUM

$449MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$90.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

8

Advisory employees

6

Offices

1Schedule D 1.F, beyond the principal office

Accounts

942

Individual clients

316

High net worth clients

107

Custody, client assets

$199M

SEC number

801-113932

CRD

298315

Filings on the tape

19

First filed

Aug 3, 2018

Latest filed

Jul 28, 2026

Organised

Limited Liability Company, NJ

• Occurred

  Aug 3, 2018
  First Form ADV filing

  Signature Wealth Management Partners, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1c447c90-9d69-a967-d025-2d4e4531c32b

First observed

Aug 3, 2018

Last observed

Jul 28, 2026 53 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.