Signet Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$178,472,817
Clients
78
Advisors
4
of 4 employees
About
Signet Private Wealth LLC provides investment advice and wealth management primarily to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary and non‑discretionary portfolio management, written financial planning and consulting, an HSA Program custodial account service, and assistance with IRA rollovers and participation in initial public offerings.
The firm follows a value‑oriented, primarily long‑term investment approach using fundamental analysis supplemented by technical inputs, strategic and tactical asset allocation, and model portfolios; it also employs direct indexing, option‑writing for income, and ESG considerations where appropriate. Signet constructs portfolios that can include mutual funds, ETFs (including crypto‑linked ETFs), fixed income and alternative investments, and uses custodial relationships (e.g., Schwab, Interactive Brokers) to implement trades and manage tax and trading considerations.
Distinctive elements disclosed in the brochure include an affiliated entity, Signet Tax & Advisory Services LLC, which provides tax planning and preparation services (clients are not required to use that affiliate), and the firm’s quarterly email newsletters for clients and prospects. The firm also manages Fund Lineups for its HSA custodial program and describes participation in IPO allocations and specific arrangements where it may recommend investments in entities tied to firm control persons (with prior disclosure and fee waivers), features that are less common among similar supported firms.
Client services
Expertise
Fee options
Fixed fee financial planning ranging $250 to $10,000; fixed fee portfolio management available for accounts over $5 million.
$0 - $5 million: Negotiable, up to a maximum of 1.5% annually $5 million+: Fixed fee option available for households with assets over $5 million
Insurance products sold by representatives in their separate capacity earn commissions; commissions disclosed to clients; advisory services are separate.
Financial planning services charged hourly at $100 to $500 per hour.
Account minimum: $20,000 Fee-only: Portfolio management fees based on AUM, negotiable up to 1.5% annually; financial planning fees hourly ($100-$500/hour) or fixed ($250-$10,000), negotiable; fees may be waived for financial planning clients receiving portfolio management services.
Main office
150 S Wacker Drive, Suite 2400
Chicago IL 60606
Advisors at this office
4
Most active in
California · Florida · Illinois · Texas
Also doing business as
Signet Private Wealth, LLC · Twende Asset Management LLC · Twende Investment Group · Twende Private Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David V
Series 66
Chicago, IL
Signet Private Wealth, LLC
David Ventura is a financial advisor at Signet Private Wealth, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves as the manager of JCV Real Estate LLC, overseeing the management and repair of two multi-family rental buildings owned by family trusts. Signet Private Wealth LLC provides investment advice and wealth management primarily to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a value-oriented, primarily long-term investment approach using fundamental and technical analysis, strategic asset allocation, and model portfolios, and offers a range of services including discretionary portfolio management and financial planning.
Michael L
Series 63, Series 65
Chicago, IL
Signet Private Wealth, LLC
Michael Liccar is a financial advisor with Signet Private Wealth, LLC in Chicago, IL, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. His work history includes leadership roles at Andiamo Vento LLC, Liccar Securities & Custodial Services, LLC, and Michael J. Liccar & Co., L.L.C., along with service at Crete Township since 2001. Outside of finance, he manages a brewery business through Pintsetters Brands, LLC. Signet Private Wealth LLC provides investment advice and wealth management primarily to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a value-oriented, long-term investment approach incorporating fundamental and technical analysis, strategic asset allocation, and incorporates services such as direct indexing, option-writing, and ESG considerations.
Jonathan S
CFA®, Series 63, Series 65
Chicago, IL
Signet Private Wealth, LLC
Jonathan Spencer is a CFA® charterholder with nine years of experience in the financial industry. He is a managing member of Twende Investments, LLC and has served as Chief Financial Officer and Director of Medinah Road Development Co. LLC. Spencer currently works at Signet Private Wealth, LLC and has held prior roles at Liccar Securities, LLC and Umbono Investments (US) LLC. Signet Private Wealth, LLC provides investment advice and wealth management primarily to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a value-oriented, long-term investment approach using fundamental and technical analysis, strategic asset allocation, and incorporates direct indexing, option writing for income, and ESG factors where appropriate.
Thomas L
Series 65
Chicago, IL
Signet Private Wealth, LLC
Thomas Laughlin is a Series 65 licensed advisor with seven years of industry experience. He has worked at Signet Private Wealth, LLC since 2019 and is also involved with Andiamo Vento LLC and Twende Investment Group. He previously worked at Halliard Soap Company, LLC from 2016 to 2018. Signet Private Wealth LLC provides investment advice and wealth management primarily to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a value-oriented, long-term investment approach using fundamental and technical analysis, strategic asset allocation, and offers services including portfolio management, financial planning, and assistance with IRA rollovers and IPO participation.
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