Signal Tree Financial Partners LLC
Signal Tree Financial Partners LLC is an SEC-registered wealth manager in Copley, OH with $213.4M assets under management (AUM, regulatory AUM), +58% over one year. See who owns Signal Tree Financial Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311871, SEC 801-131429, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $213.4M (2026-02-18)
- Firm type
- Wealth Manager
- Location
- Copley, OH
- Employees
- 7
- Clients
- 123
- CRD
- 311871
- Ownership
- ROVNAK, JEFF, EDWARD; RUMSEY, THOMAS, C; MASSARE, DAVID, JOHN; SCHEIDERER, ELIZABETH, PIERCE
How much AUM does Signal Tree Financial Partners LLC have?
Signal Tree Financial Partners LLC reported $213.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Signal Tree Financial Partners LLC?
Disclosed owners and executives of Signal Tree Financial Partners LLC include ROVNAK, JEFF, EDWARD, RUMSEY, THOMAS, C, MASSARE, DAVID, JOHN, SCHEIDERER, ELIZABETH, PIERCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.