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SIGNIFICANCE CAPITAL MANAGEMENT LLC

MILWAUKEE, WI · CRD 331940 · IAPD ↗ · significancecapital.com · 414--293-3926

$3.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — SIGNIFICANCE CAPITAL MANAGEMENT LLC (MILWAUKEE, WI) is newly SEC-registered with $3.8M RAUM and 2 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.