Signature Wealth Management Partners, LLC
Signature Wealth Management Partners, LLC is an SEC-registered wealth manager in Montvale, NJ with $454.2M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Signature Wealth Management Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298315, SEC 801-113932, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $454.2M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Montvale, NJ
- Employees
- 8
- Clients
- 432
- CRD
- 298315
- Ownership
- EMR, GREGORY, MICHAEL; EMR, ELIZABETH, ANN; EMR, DONNA
How much AUM does Signature Wealth Management Partners, LLC have?
Signature Wealth Management Partners, LLC reported $454.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Signature Wealth Management Partners, LLC?
Disclosed owners and executives of Signature Wealth Management Partners, LLC include EMR, GREGORY, MICHAEL, EMR, ELIZABETH, ANN, EMR, DONNA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.