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SIGNAL TREE FINANCIAL PARTNERS LLC

COPLEY, OH · CRD 311871 · IAPD ↗ · (330) 590-5937

$213.4MRegulatory AUM
5Advisory reps
7Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2026 — SIGNAL TREE FINANCIAL PARTNERS LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
March 2026 — SIGNAL TREE FINANCIAL PARTNERS LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
December 2025 — SIGNAL TREE FINANCIAL PARTNERS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2025 — SIGNAL TREE FINANCIAL PARTNERS LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2025 — SIGNAL TREE FINANCIAL PARTNERS LLC reported RAUM up 27% ($134.7M -> $171.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — SIGNAL TREE FINANCIAL PARTNERS LLC grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
December 2024 — SIGNAL TREE FINANCIAL PARTNERS LLC (COPLEY, OH) is newly SEC-registered with $134.7M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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