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Signature Wealth Management Group LLC

CRD 285713SEC# 801-109974Atlanta, GA
Export (members)
No longer SEC-registered. Signature Wealth Management Group LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$401.7M
Employees
11
Accounts
1,299
Location
Atlanta, GA

Signature Wealth Management Group LLC assets under management

Signature Wealth Management Group LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. It reports $401.7 million in regulatory assets under management and employs 11 people.
View on SEC.gov ↗

Signature Wealth Management Group LLC owners & executives

4 reported
NameTitleOwnershipSince
Brian Edward Walker ControlChief Compliance OfficerUnder 5%2018
Curt Richard MangoldPartner10-25%2022
James Orren Sims ControlManaging Member, Managing Partner25-50%2017
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Frequently asked questions

How much does Signature Wealth Management Group LLC manage?

Signature Wealth Management Group LLC reports $401.7 million in regulatory assets under management on its Form ADV.

How many employees does Signature Wealth Management Group LLC have?

Signature Wealth Management Group LLC reports 11 employees.

Where is Signature Wealth Management Group LLC located?

Signature Wealth Management Group LLC is based in Atlanta, GA.

Does Signature Wealth Management Group LLC disclose fund performance?

Signature Wealth Management Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3625 Cumberland Boulevard, Suite 1485, Atlanta, GA 30339
Office hours8:30 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$401.7M
Non-discretionary$0
Total (RAUM)$401.7M