SIGNIFY WEALTH LLC

7750 Clayton Road
Suite 100
St. Louis, Missouri 63117
Tel: 314-222-0295

About SIGNIFY WEALTH LLC

SIGNIFY WEALTH LLC, formally registered with the SEC as SIGNIFY WEALTH LLC. The firm was established in 07/05/2019. They have over 1 offices throughout the country.

SIGNIFY WEALTH LLC is a St. Louis, Missouri based Financial Planning firm with nearly $218,387,203 assets under management, offering retirement planning & investment advisory services to 297 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160094
SEC#	801-116909
Assets Managed by Firm	$218,387,203
No. of Clients	297
No. of Advisors	12

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (BILL PAYMENT COORDINATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	297	$218,387,203
Individuals (other than high net worth individuals)	76	$17,528,956
High net worth individuals	38	$200,858,247

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