SIGNIFY WEALTH

HTTP://WWW.SIGNIFYWEALTH.COM SAINT LOUIS, MO Investment Advisor How do I update this listing?

Signify Wealth is based out of Saint Louis. Signify Wealth is a large advisory firm with 79 clients and discretionary assets under management (AUM) of $169,925,613 (Form ADV from 2021-03-30). Their last reported 13F filing for Q2 2021 included $129,785,000 in managed 13F securities and a top 10 holdings concentration of 97.39%. Signify Wealth's largest holding is VanEck Vectors Fallen Angel High Yield Bond ETF-VanEck Vectors Fallen Angel High Yield Bond ETF with shares held of 791,582. Whalewisdom has at least 3 13F filings

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06/30/2021

13F Activity

  • Market Value $129.785 Million
  • Prior Market Value $133.767 Million
  • New Purchases4 stocks
  • Additional Purchases2 stocks
  • Sold out of3 stocks
  • Reduced holdings in9 stocks
  • Top 10 Holdings % 97.39 %
  • Turnover % [1]:46.67%
  • Turnover Alt % [2]: 35.47 %
  • Time Held Top20:1.40 quarters
  • Time Held Top10:1.30 quarters
  • Time Held All:1.80 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 5.71%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

SIGNIFY WEALTH LLC
7750 CLAYTON ROAD SUITE 100
ST. LOUIS MO    63117
Country: United States

Business Phone: 314-222-0295
Fax: 314-222-0296
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MO
Number of employees: 1
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 3,005,130
Total Number of Clients: 79
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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SIGNIFY WEALTH LLC

ownership team - last updated 2021-03-30
Name Title Start Date Direct/Indirect % Ownership
RHODES, STEPHEN, PAUL MICHAEL MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 12/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
SIGNIFY WEALTH LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-12-01
RHODES, STEPHEN, PAUL MICHAEL MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 12/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
SIGNIFY WEALTH LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-12-01

SIGNIFY WEALTH LLC

ownership team - last updated 2020-06-02
Name Title Start Date Direct/Indirect % Ownership
RHODES, STEPHEN, PAUL MICHAEL MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 12/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
SIGNIFY WEALTH LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-12-01

SIGNIFY WEALTH LLC

ownership team - last updated 2020-02-26
Name Title Start Date Direct/Indirect % Ownership

SIGNIFY WEALTH LLC

ownership team - last updated 2019-12-03
Name Title Start Date Direct/Indirect % Ownership
RHODES, STEPHEN, PAUL MICHAEL MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 12/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
SIGNIFY WEALTH LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-12-01

SIGNIFY WEALTH LLC

ownership team - last updated 2019-08-07
Name Title Start Date Direct/Indirect % Ownership
RHODES, STEPHEN, PAUL MICHAEL MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 12/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
SIGNIFY WEALTH LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-12-01

SIGNIFY WEALTH LLC

ownership team - last updated 2019-06-05
Name Title Start Date Direct/Indirect % Ownership
RHODES, STEPHEN, PAUL MICHAEL MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER 12/01/2011 Direct 75% or more
Fund Name Position direct/indirect start date end date
SIGNIFY WEALTH LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-12-01

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