Signify Wealth LLC

Signify Wealth provides discretionary investment management and related advisory services to individuals (including high‑net‑worth clients) and privately held small business entities, managing approximately $364 million in discretionary assets as of year‑end 2025. Services include direct portfolio management and allocations to third‑party managers through managed account programs, along with optional financial planning and reporting and cryptoasset planning and management for clients who hold digital assets.

The firm typically allocates client assets among third‑party managers and uses separately managed account and unified managed account solutions available through platforms such as Dynasty and Envestnet, while retaining the ability to construct internal portfolios using mutual funds, ETFs, individual equities, and fixed‑income securities. Signify Wealth employs both fundamental and technical analysis across short‑ and long‑term trading strategies and has adopted an AI and Technology Use Policy, using approved AI tools for operational support under human review and contractual data protections.

Several operational features distinguish the firm from many peers: Signify sponsors private pooled investment vehicles and serves as an investment adviser and co‑manager to those SPVs, creating the potential for performance‑based compensation and related conflicts that the firm discloses and manages. It also maintains affiliated family‑office and financial‑education entities and uses a qualified digital‑asset custodian (Anchorage Digital Bank, N.A.) for crypto custody, arrangements that introduce additional operational considerations and conflict‑of‑interest disclosures.