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SIGNATURE EQUITY PARTNERS, LLC

COLUMBUS, OH · CRD 327455 · IAPD ↗ · midwestretirementconsultants.net · 614-846-6000

$688.1MRegulatory AUM
32Advisory reps
55Employees
0Clients
More than 500Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — SIGNATURE EQUITY PARTNERS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
October 2026 — SIGNATURE EQUITY PARTNERS, LLC added office(s): 14 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
October 2026 — SIGNATURE EQUITY PARTNERS, LLC crossed $500M in regulatory AUM ($330.6M -> $688.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
75
October 2026 — SIGNATURE EQUITY PARTNERS, LLC grew from 25 to 32 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
April 2026 — SIGNATURE EQUITY PARTNERS, LLC added office(s): 12 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
March 2026 — SIGNATURE EQUITY PARTNERS, LLC changed its website from mgonzalezwealth.com to midwestretirementconsultants.net.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
March 2026 — SIGNATURE EQUITY PARTNERS, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — SIGNATURE EQUITY PARTNERS, LLC added office(s): 8 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
December 2025 — SIGNATURE EQUITY PARTNERS, LLC reported RAUM up 32% ($250.9M -> $330.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
December 2025 — SIGNATURE EQUITY PARTNERS, LLC now reports custody of client assets ($10.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
53
November 2024 — SIGNATURE EQUITY PARTNERS, LLC notice-filed in AZ, CA, FL, IL, LA, MD, MO, NC, OK, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
September 2024 — SIGNATURE EQUITY PARTNERS, LLC added office(s): 5 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
September 2024 — SIGNATURE EQUITY PARTNERS, LLC reported RAUM up 151% ($100.0M -> $250.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
79
September 2024 — SIGNATURE EQUITY PARTNERS, LLC reports More than 500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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