Signature Wealth Management Partners, LLC
Signature Wealth Management Partners, LLC is an independent registered investment adviser founded in 2018 and headquartered in Montvale, New Jersey. The firm provides personalized wealth management and financial planning services to individuals, particularly high-net-worth clients, as well as some pension and profit sharing plans and corporate entities. With a team of approximately 7-8 employees, including credentialed advisors, the firm emphasizes tailored advisory solutions and a client-first approach.
Investment Strategy
Signature Wealth Management Partners, LLC focuses on providing customized investment advice and portfolio management services to its clients. Their strategy is rooted in building long-term relationships, understanding client-specific financial goals, and creating diversified investment portfolios primarily for individuals and high-net-worth individuals. The firm's process centers around discretionary management, emphasizing transparency and objective advice, most assets in traditional equity and fixed income securities. They do not advise pooled vehicles or institutional accounts, preferring to concentrate on individualized financial planning and solutions.
Top Holdings
Equity Positions (113)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVE | ISHARES TR | 10.27% | $19.6M | 94,987 | $160.64 | $206.51 | +$1.1M |
J JAAA | JANUS DETROIT STR TR | 7.88% | $15.0M | 296,350 | $50.70 | $50.78 | +$795.5K |
J JEPI | J P MORGAN EXCHANGE TRADED F | 7.41% | $14.2M | 247,841 | $55.53 | $57.10 | +$642.9K |
A AAPL | APPLE INC | 6.67% | $12.7M | 50,052 | $137.66 | $254.63 | +$2.4M |
I IVW | ISHARES TR | 6.57% | $12.5M | 103,932 | $68.30 | $120.72 | +$1.4M |