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SIGNAL ADVISORS WEALTH, LLC

DETROIT, MI · CRD 301086 · IAPD ↗ · 1-866-774-4625

$1.69BRegulatory AUM
37Advisory reps
37Employees
0Clients
0Planning clients
0Private funds
35States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
September 2026 — SIGNAL ADVISORS WEALTH, LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
June 2026 — SIGNAL ADVISORS WEALTH, LLC notice-filed in DE, GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2026 — SIGNAL ADVISORS WEALTH, LLC notice-filed in AL, AZ, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — SIGNAL ADVISORS WEALTH, LLC added office(s): 18 -> 19 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — SIGNAL ADVISORS WEALTH, LLC grew from 10 to 37 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
December 2025 — SIGNAL ADVISORS WEALTH, LLC notice-filed in KY, PA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — SIGNAL ADVISORS WEALTH, LLC added office(s): 16 -> 18 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
April 2025 — SIGNAL ADVISORS WEALTH, LLC notice-filed in MA, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — SIGNAL ADVISORS WEALTH, LLC added office(s): 12 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — SIGNAL ADVISORS WEALTH, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
74
April 2025 — SIGNAL ADVISORS WEALTH, LLC grew from 5 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — SIGNAL ADVISORS WEALTH, LLC crossed $1B in regulatory AUM ($465.3M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
September 2024 — SIGNAL ADVISORS WEALTH, LLC added office(s): 11 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
July 2024 — SIGNAL ADVISORS WEALTH, LLC added office(s): 7 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
June 2024 — SIGNAL ADVISORS WEALTH, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — SIGNAL ADVISORS WEALTH, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — SIGNAL ADVISORS WEALTH, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — SIGNAL ADVISORS WEALTH, LLC shrank from 17 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
68
April 2024 — SIGNAL ADVISORS WEALTH, LLC now reports custody of client assets ($194.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2024 — SIGNAL ADVISORS WEALTH, LLC reported RAUM up 248% ($133.9M -> $465.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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