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Signature Wealth Management Partners, LLC

● SEC registered since 2018CRD 298315SEC# 801-113932Montvale, NJ
Export (members)
Reg. AUM
$387.1M
Employees
8
Accounts
940
Location
Montvale, NJ

Signature Wealth Management Partners, LLC assets under management

Signature Wealth Management Partners, LLC is a registered investment adviser overseen by the SEC based in Montvale, NJ. The firm has been registered since 2018. It reports $387.1 million in regulatory assets under management and employs 8 people.

Signature Wealth Management Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Donna Emr ControlChief Compliance OfficerUnder 5%2018
Elizabeth Ann Emr ControlManaging Member50-75%2018
Gregory Michael Emr ControlManaging Member50-75%2018

Frequently asked questions

How much does Signature Wealth Management Partners, LLC manage?

Signature Wealth Management Partners, LLC reports $387.1 million in regulatory assets under management on its Form ADV.

How many employees does Signature Wealth Management Partners, LLC have?

Signature Wealth Management Partners, LLC reports 8 employees.

Where is Signature Wealth Management Partners, LLC located?

Signature Wealth Management Partners, LLC is based in Montvale, NJ and has been SEC-registered since 2018.

Does Signature Wealth Management Partners, LLC disclose fund performance?

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

Contact & registration

Address85 Chestnut Ridge Road, Suite 201, Montvale, NJ 07645
Phone201-505-1100
Fax201-746-6433
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$385.1M
Non-discretionary$2M
Total (RAUM)$387.1M