{
  "crd_number": 301086,
  "slug": "signal-advisors-wealth-llc-detroit-mi-301086",
  "primary_business_name": "SIGNAL ADVISORS WEALTH, LLC",
  "legal_name": "SIGNAL ADVISORS WEALTH, LLC",
  "dbas": [
    "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"
  ],
  "city": "Detroit",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "19820",
  "metro": {
    "cbsa_code": "19820",
    "common_name": "Detroit",
    "msa_name": "Detroit-Warren-Dearborn, MI",
    "path": "/advisors/mi/detroit"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-12-08",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-08-27",
  "carried_forward": false,
  "raum_total": 1689496523.0,
  "raum_discretionary": 1633986095.0,
  "raum_non_discretionary": 55510428.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 37,
  "advisory_employees": 37,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 992409239.0,
      "count": 4343
    },
    "high_net_worth_individuals": {
      "raum": 697087284.0,
      "count": 473
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DE",
    "FL",
    "GA",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "MS",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NV",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/signalwealthmanagement",
    "https://go.signaladvisors.com/signal-wealth-management",
    "https://instagram.com/signalwealthmanagement",
    "https://linkedin.com/company/signalwealthmanagement",
    "https://signalwealthmanagement.com",
    "https://twitter.com/SignalWM"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/301086",
  "city_as_filed": "DETROIT",
  "url": "https://advisorcensus.com/firm/signal-advisors-wealth-llc-detroit-mi-301086",
  "display_name": "Signal Advisors Wealth, LLC",
  "summary": "Signal Advisors Wealth, LLC is an SEC-registered investment advisory firm in Detroit, MI, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 27, 2026.",
  "citation": "AdvisorCensus. Signal Advisors Wealth, LLC (CRD 301086): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Signal Advisors Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Signal Advisors Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Signal Advisors Wealth, LLC located?",
      "a": "Signal Advisors Wealth, LLC's principal office is in Detroit, MI, according to its Form ADV; the September 2026 filing also lists 12 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Signal Advisors Wealth, LLC registered with the SEC or a state?",
      "a": "Signal Advisors Wealth, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 301086."
    },
    {
      "q": "How much does Signal Advisors Wealth, LLC manage?",
      "a": "Signal Advisors Wealth, LLC reports $1,689,496,523 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (97% discretionary)."
    },
    {
      "q": "How have Signal Advisors Wealth, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Signal Advisors Wealth, LLC: 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. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Signal Advisors Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,343); high net worth individuals (473)."
    },
    {
      "q": "Which custodians does Signal Advisors Wealth, LLC use?",
      "a": "Signal Advisors Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Signal Advisors Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/301086"
    },
    {
      "q": "What changed in Signal Advisors Wealth, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: 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)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 133854547.0,
      "total_employees": 17,
      "filing_date": "2023-09-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 465265698.0,
      "total_employees": 13,
      "filing_date": "2024-08-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1161923818.0,
      "total_employees": 14,
      "filing_date": "2025-04-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1689496523.0,
      "total_employees": 37,
      "filing_date": "2026-08-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in DE, GA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "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."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/signal-advisors-wealth-llc-detroit-mi-301086.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 4343,
      "fewer_than_5": false,
      "raum": 992409239.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 473,
      "fewer_than_5": false,
      "raum": 697087284.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/301086",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}