Signify Wealth LLC

Signify Wealth LLC (CRD# 160094) is a financial advisory firm headquartered in Saint Louis, MO. They manage $30,532,000 in 152 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
425 North New Ballas Rd, Suite 207, Saint Louis, MO 63141
http://www.signifywealth.com
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $200,868
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MO, TX

Financial Advisors at Signify Wealth LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stephen Rhodes, financial advisor Saint Louis MO
Stephen P. Rhodes
CRD#: 4632846
425 North New Ballas Rd, Suite 207, Saint Louis, MO 63141
96
Wealthminder
score

Stephen Rhodes (CRD# 4632846) is an Investment Advisor Representative working at Signify Wealth LLC in Saint Louis, MO and has over 14 years of experience in the finance industry. Stephen Rhodes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jacob Czeschin, financial advisor Saint Louis MO
Jacob M. Czeschin
CRD#: 4915885
425 North New Ballas Rd, Suite 207, Saint Louis, MO 63141
81
Wealthminder
score

Jacob Czeschin (CRD# 4915885) is an Investment Advisor Representative working at Signify Wealth LLC in Saint Louis, MO and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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