Signal Advisors Wealth, LLC
Signal Advisors Wealth, LLC is an SEC-registered investment adviser headquartered in Detroit, Michigan. They focus on providing wealth management and investment advisory services, operating as 'Signal Wealth,' and serve primarily individual investors, including both non-high-net-worth and high-net-worth individuals. Founded in 2020, the firm has approximately 13-14 employees according to regulatory filings and industry directories. Their approach leverages technology to support financial advisors and streamline client portfolio management.
Investment Strategy
Signal Advisors Wealth, LLC combines technology-driven and personalized investment advisory services. The firm is focused on portfolio management for individuals using both discretionary and non-discretionary strategies. Their investment strategy emphasizes broad diversification across equities and fixed income, often through ETFs and mutual funds, with ongoing rebalancing and an aim to provide tailored solutions that align with client risk profiles and goals. They support advisors in deploying evidence-based, long-term-oriented investment solutions.
Top Holdings
Equity Positions (436)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 5.45% | $60.1M | 766,928 | $69.66 | $78.34 | +$13.7M |
A ACIO | ETF SER SOLUTIONS | 4.18% | $46.1M | 1,061,004 | $41.03 | $43.43 | +$14.7M |
V VEA | VANGUARD TAX-MANAGED FDS | 3.47% | $38.2M | 637,799 | $53.94 | $59.92 | +$11.0M |
B BKAG | BNY MELLON ETF TRUST | 2.54% | $28.0M | 656,762 | $42.12 | $42.60 | +$5.4M |
N NVDA | NVIDIA CORPORATION | 2.46% | $27.1M | 145,498 | $141.77 | $186.58 | +$7.5M |