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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.
Latest 13F Filing Activity
Signature Wealth Management Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 113 equity positions with a total 13F market value of $191M. The fund increased holdings in Apple Inc., Ishares TR, Ishares TR among other positions. Signature Wealth Management Partners, LLC reduced exposure to Crowdstrike HLDGS Inc., Air Prods & Chems Inc., Philip Morris Intl Inc. among others.
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 |
Industry Allocation
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