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SIGNIFY WEALTH LLC

ST. LOUIS, MO · CRD 160094 · IAPD ↗ · 314-222-0295

$364.6MRegulatory AUM
4Advisory reps
17Employees
0Clients
26-50Planning clients
1Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — SIGNIFY WEALTH LLC reported RAUM up 28% ($283.7M -> $364.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
August 2025 — SIGNIFY WEALTH LLC now reports 1 private fund(s) ($915,000 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
63
April 2025 — SIGNIFY WEALTH LLC reported RAUM up 30% ($218.4M -> $283.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — SIGNIFY WEALTH LLC reported RAUM up 29% ($169.9M -> $218.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2024 — SIGNIFY WEALTH LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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