# Signature Wealth Management Partners, LLC

> Signature Wealth Management Partners, LLC is an SEC-registered investment advisory firm in Montvale, NJ, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.

- CRD: 298315
- Filed as: SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Montvale, NJ
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298315
- AdvisorCensus page: https://advisorcensus.com/firm/signature-wealth-management-partners-llc-montvale-nj-298315

## Quick answers

**How is Signature Wealth Management Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Signature Wealth Management Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Signature Wealth Management Partners, LLC located?**
Signature Wealth Management Partners, LLC's principal office is in Montvale, NJ, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Signature Wealth Management Partners, LLC registered with the SEC or a state?**
Signature Wealth Management Partners, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298315.

**How much does Signature Wealth Management Partners, LLC manage?**
Signature Wealth Management Partners, LLC reports $454,218,720 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (99% discretionary).

**How have Signature Wealth Management Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Signature Wealth Management Partners, LLC: Regulatory assets under management: $307,376,851 in the October 2021 data and $454,218,720 in the October 2026 data, up 48%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Signature Wealth Management Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (316); high net worth individuals (107); corporations or other businesses not listed above (6).

**Which custodians does Signature Wealth Management Partners, LLC use?**
Signature Wealth Management Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Signature Wealth Management Partners, LLC report any disciplinary disclosures?**
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/298315

**What changed in Signature Wealth Management Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $387,095,813 to $454,218,720 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $454,218,720
- Discretionary: $451,750,145
- Non-discretionary: $2,468,575

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 316 | $115,687,536 |
| High net worth individuals | 107 | $333,244,591 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $4,445,569 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $841,024 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, MA, NC, NH, NJ, NY, PA, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Rochelle Park, NJ

### Websites listed on Form ADV (Item 1.I)
- signaturewealthmanagement.com
- LinkedIn @signature-wealth-management-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $307,376,851 | 7 | March 3, 2021 |
| October 2022 | $353,632,148 | 7 | February 25, 2022 |
| October 2023 | $307,153,976 | 7 | June 6, 2023 |
| October 2024 | $332,619,634 | 7 | March 28, 2024 |
| October 2025 | $387,095,813 | 8 | March 27, 2025 |
| October 2026 | $454,218,720 | 8 | July 28, 2026 |

Regulatory assets under management: $307,376,851 in the October 2021 data and $454,218,720 in the October 2026 data, up 48%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $387,095,813 to $454,218,720 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Signature Wealth Management Partners, LLC (CRD 298315): Form ADV filing data as of October 2026.