A complete list of active advisors currently associated with SignalUp Wealth, LLC

Warmer can help you find a great advisor at SignalUp Wealth, LLC or one who fits your needs even better.

SignalUp Wealth, LLC is a small, independent advisory firm led by a single advisor that provides discretionary asset management and ongoing financial planning to individuals, high‑net‑worth clients, and business entities; the firm manages roughly $11.4 million for about 41 clients. In addition to individual portfolio management, SignalUp offers consulting and planning services for qualified retirement plans, including 401(k), 403(b), pension, profit‑sharing and similar plans. The firm manages client accounts under discretionary authority and uses a mix of investment methods — including fundamental, technical and charting analysis — with strategies that can range from long‑term holdings to shorter‑term trading when appropriate. SignalUp may engage third‑party sub‑advisors to implement models and conducts periodic account reviews to monitor suitability, rebalancing opportunities and tax‑loss harvesting as part of its oversight. What is noteworthy about SignalUp compared with many solo independent advisors is its explicit pension consulting role: it serves as a limited‑scope ERISA 3(21) fiduciary for plan sponsors, assisting with investment policy statements, option monitoring and participant education. The firm is a recently established, single‑advisor practice that requires use of a specific custodian and does not vote client proxies, so plan sponsors and individual clients should expect a compact, custodian‑centered operating model.

To learn more about the advisors currently working at SignalUp Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.