← Tributary

SIGNALPOINT ASSET MANAGEMENT LLC

SPRINGFIELD, MO · CRD 147578 · IAPD ↗ · signalpointinvest.com · 417-869-9980

$522.3MRegulatory AUM
9Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
14States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — SIGNALPOINT ASSET MANAGEMENT LLC (SPRINGFIELD, MO) left the SEC roster (was $522.3M RAUM, 9 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2024 — SIGNALPOINT ASSET MANAGEMENT LLC crossed $500M in regulatory AUM ($441.0M -> $522.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2024 — SIGNALPOINT ASSET MANAGEMENT LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
February 2024 — SIGNALPOINT ASSET MANAGEMENT LLC changed its website from walnutcapitalmanagement.com to signalpointinvest.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.