Signal Advisors Wealth, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies. See the firm's brochure (dated May 15, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$1,689,496,523 as of October 2026, filing dated August 27, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services

Also doing business as

CASHMORE INVESTMENTS, FAMILY RETIREMENT SERVICES, FJ SHAW PRIVATE WEALTH, HERITAGE FINANCIAL RESOURCES WEALTH MANAGEMENT, LLC, JOURNEY WEALTH STRATEGIES, LEGACY WEALTH PARTNERS, LIONHEAD ASSET MANAGEMENT, NEW SMYRNA BEACH RETIREMENT SOLUTIONS, RELIABLE WEALTH FINANCIAL GROUP, SCOBIE WEALTH MANAGEMENT LLC, SECURE MONEY STRATEGIES, LLC, SIGNAL WEALTH, TWO WATERS WEALTH MANAGEMENT

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2022 (3 years)

Employees

Total: 37. Performing investment advisory functions: 37.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

12 other offices, as of the September 2026 filing

Asheville, NCBaton Rouge, LABeavercreak, OHGrayslake, ILHarrisonburg, VAHuntersville, NCMiddletown, CTNew Smyrna, FLRidgeland, MSWellington, FLWest des Moines, IAWildwood, FL

States registered or notice-filed

35 states or jurisdictions

ALARAZCACOCTDEFLGAIAIDILINKSKYLAMAMDMIMNMOMSNCNENHNJNVOHPASCTNTXVAWAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $133,854,547 in the October 2023 data and $1,689,496,523 in the October 2026 data, up 1162%.

Total employees: 17 in October 2023 and 37 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. September 2026
   • No longer lists the business name Retirement Protectors, Inc..
   • No longer lists the business name Cardinal Wealth Management LLC.
   • No longer lists an office in Stoneham, MA.
   • Registered or notice-filed in MO.
   • Updated its list of owners and control persons (Schedule A).
2. June 2026
   • Registered or notice-filed in DE, GA.
3. April 2026
   • Added the business name Scobie Wealth Management LLC.
   • Added the business name Legacy Wealth Partners.
   • Employees performing advisory functions went from 10 to 37.
   • Regulatory assets under management went from $1,352,814,108 to $1,689,496,523 (+25%).
   • Added an office in Baton Rouge, LA.
   • Registered or notice-filed in AL, AZ, NV.
4. December 2025
   • Employees performing advisory functions went from 9 to 10.
   • Regulatory assets under management went from $1,161,923,818 to $1,352,814,108 (+16%).
   • Registered or notice-filed in KY, PA, WI.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.