SignalUp Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,417,985
Total clients
41
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
41
Average account size
$278,487
About
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.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.5% annually $2,000,001 - $4,000,000: 1.0% annually $4,000,001+: 0.75% annually
$250 per hour for financial planning services
Main office location
SignalUp Wealth, LLC
70 N College Ave
Fayetteville AR 72701, United States
Number of offices
1
Most active in
Arkansas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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