# Signet Private Wealth, LLC

> Signet Private Wealth, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.

- CRD: 290029
- Filed as: SIGNET PRIVATE WEALTH, LLC
- Also doing business as: TWENDE INVESTMENT GROUP, TWENDE PRIVATE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290029
- AdvisorCensus page: https://advisorcensus.com/firm/signet-private-wealth-llc-chicago-il-290029

## Quick answers

**How is Signet Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Signet Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Signet Private Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated June 23, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states); Hourly rate: $100 to $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Signet Private Wealth, LLC located?**
Signet Private Wealth, LLC's principal office is in Chicago, IL, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Signet Private Wealth, LLC registered with the SEC or a state?**
Signet Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 290029.

**How much does Signet Private Wealth, LLC manage?**
Signet Private Wealth, LLC reports $189,682,344 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (81% discretionary).

**How have Signet Private Wealth, LLC's assets and staff changed since 2023?**
In the Form ADV data for Signet Private Wealth, LLC: Regulatory assets under management: $124,312,311 in the October 2023 data and $189,682,344 in the October 2026 data, up 53%. Total employees: 4 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Signet Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); high net worth individuals (37); charitable organizations (1).

**Which custodians does Signet Private Wealth, LLC use?**
Signet Private Wealth, 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 Signet Private Wealth, 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/290029

**Does Signet Private Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 23, 2026 says: "Signet requires a minimum of $20,000 in order to open an account. Exceptions may be granted to this minimum at Signet’s discretion."

**What changed in Signet Private Wealth, LLC's recent Form ADV filings?**
In the March 2026 filing data: Registered or notice-filed in CA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 23, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> For our Portfolio Management services, the maximum annual fee charged to the client will not exceed 1.5% of their assets under our management.

- Account minimum: $20,000 (the brochure says it may be waived or negotiated)

> Signet requires a minimum of $20,000 in order to open an account. Exceptions may be granted to this minimum at Signet’s discretion.

- Hourly rate: $100 to $500 an hour (financial planning services)

> An hourly fee in the range of $100 to $500 per hour is charged by Signet for financial planning services provided under this arrangement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $189,682,344
- Discretionary: $154,063,701
- Non-discretionary: $35,618,643

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $16,237,281 |
| High net worth individuals | 37 | $162,235,536 |
| 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) | 0 | $0 |
| Charitable organizations | 1 | $11,189,270 |
| 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 | 0 | $0 |
| Other | 1 | $20,257 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Southlake, TX

### Websites listed on Form ADV (Item 1.I)
- signet-invest.com
- Instagram @signet_private_wealth
- LinkedIn @signet-private-wealth
- X @signetpw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $124,312,311 | 4 | August 30, 2023 |
| October 2024 | $143,682,754 | 4 | August 8, 2024 |
| October 2025 | $172,677,757 | 4 | March 12, 2025 |
| October 2026 | $189,682,344 | 4 | June 23, 2026 |

Regulatory assets under management: $124,312,311 in the October 2023 data and $189,682,344 in the October 2026 data, up 53%.
Total employees: 4 in October 2023 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Signet Private Wealth, LLC (CRD 290029): Form ADV filing data as of October 2026.