SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
CRD #298315 SEC #801-113932 MONTVALE, NJ 201-505-1100
SEC Registered
Total AUM
$387.1M
Discretionary
$385.1M
Employees
8
Clients
101
Accounts
940
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $387.1M | $385.1M | $2M | 8 | 1 |
| Mar 2024 | $332.6M | $332.6M | $0 | 7 | 2 |
| Jun 2023 | $307.2M | $285.6M | $21.6M | 7 | 3 |
| Mar 2023 | $307.2M | $285.6M | $21.6M | 7 | 3 |
| Feb 2022 | $353.6M | $337M | $16.6M | 7 | 2 |
| Mar 2021 | $307.4M | $290.7M | $16.7M | 7 | 2 |
| May 2020 | $270.3M | $242.5M | $27.7M | 8 | 2 |
| Apr 2020 | $270.3M | $242.5M | $27.7M | 8 | 2 |
| Feb 2020 | $270.3M | $242.5M | $27.7M | 8 | 2 |
| Dec 2019 | $216.3M | $202M | $14.3M | 8 | 0 |
| Aug 2019 | $216.3M | $202M | $14.3M | 8 | 0 |
| Mar 2019 | $216.3M | $202M | $14.3M | 8 | 0 |
| Jan 2019 | $202.4M | $202.4M | $0 | 5 | 0 |
| Sep 2018 | $0 | $0 | $0 | 5 | 0 |
| Aug 2018 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$387.1M
Discretionary$385.1M
Non-Disc.$2M
Employees8
Clients1
DateMar 2024
Total AUM$332.6M
Discretionary$332.6M
Non-Disc.$0
Employees7
Clients2
DateJun 2023
Total AUM$307.2M
Discretionary$285.6M
Non-Disc.$21.6M
Employees7
Clients3
DateMar 2023
Total AUM$307.2M
Discretionary$285.6M
Non-Disc.$21.6M
Employees7
Clients3
DateFeb 2022
Total AUM$353.6M
Discretionary$337M
Non-Disc.$16.6M
Employees7
Clients2
DateMar 2021
Total AUM$307.4M
Discretionary$290.7M
Non-Disc.$16.7M
Employees7
Clients2
DateMay 2020
Total AUM$270.3M
Discretionary$242.5M
Non-Disc.$27.7M
Employees8
Clients2
DateApr 2020
Total AUM$270.3M
Discretionary$242.5M
Non-Disc.$27.7M
Employees8
Clients2
DateFeb 2020
Total AUM$270.3M
Discretionary$242.5M
Non-Disc.$27.7M
Employees8
Clients2
DateDec 2019
Total AUM$216.3M
Discretionary$202M
Non-Disc.$14.3M
Employees8
Clients0
DateAug 2019
Total AUM$216.3M
Discretionary$202M
Non-Disc.$14.3M
Employees8
Clients0
DateMar 2019
Total AUM$216.3M
Discretionary$202M
Non-Disc.$14.3M
Employees8
Clients0
DateJan 2019
Total AUM$202.4M
Discretionary$202.4M
Non-Disc.$0
Employees5
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0