Signet Private Wealth, LLC logo

Signet Private Wealth, LLC

Updated today

Client assets under management

$178,472,817

Clients

78

47% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

20

Very Low

Average account size

$2,288,113

About

Signet Private Wealth serves individual and high‑net‑worth clients, as well as trusts, estates and retirement plans, through discretionary and non‑discretionary portfolio management along with financial planning and consulting. The firm also offers a client newsletter and operates an HSA Program Custodial Account that provides a managed fund lineup for participating employees and individuals.

The firm’s investment approach emphasizes value‑oriented, long‑term strategies informed by fundamental and technical analysis and implemented through model portfolios, strategic/tactical asset allocation, and tools such as direct indexing and options for income or hedging. Signet tailors services to individual client goals and risk tolerances, providing written financial plans or consulting engagements and allowing clients to impose reasonable investment restrictions.

What sets Signet apart from many peers are the firm‑published quarterly newsletters and its affiliation with Signet Tax & Advisory Services LLC, an affiliated tax planning and preparation provider, both of which the brochure discloses as potential conflicts of interest. Signet’s role in administering the HSA Program — including designating and monitoring the Fund Lineup and disclosing any sub‑advisor compensation — is another distinctive operational element the firm describes in its disclosure.

Client services

Financial planning Portfolio management Newsletters or periodicals

Expertise

General retirement planning ESG / Sustainable investing

Fee options

Fixed

Fixed financial planning fees range from $250 to $10,000.

Commissions

Commissions may be received by investment adviser representatives acting as insurance agents for sales of insurance products; amount varies by product.

Project-based

Hourly financial planning fees from $100 to $500 per hour.

Other

Account minimum: $20,000 Fee-only: Hourly fees range from $100 to $500 per hour; fixed fees range from $250 to $10,000 for financial planning services.

Main office location

Signet Private Wealth, LLC

150 S Wacker Drive, Suite 2400

Chicago IL 60606, United States

Number of offices

2

Most active in

California · Florida · Illinois · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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 previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Ventura manages a family-owned real estate LLC in Chicago, overseeing the management and repair of multi-family rental properties. Signet Private Wealth serves individuals, trusts, estates, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a value-oriented, long-term investment strategy that integrates fundamental and technical analysis, model portfolios with tactical adjustments, and tools such as direct indexing and limited options strategies.

General retirement planning ESG / Sustainable investing
user avatar

Michael L

Series 63, Series 65

Chicago, IL

Signet Private Wealth, LLC

Michael Liccar is a financial advisor with Signet Private Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has held leadership roles at multiple firms, including Andiamo Vento LLC and his own Michael J. Liccar & Co., L.L.C. Outside of advisory work, he is a managing member of Pintsetters Brands, LLC, a brewery business in Crete, Illinois. Signet Private Wealth serves individuals, trusts, estates, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a value-oriented, primarily long-term investment approach and offers specialized services such as a pooled investment vehicle and an affiliated tax advisory practice.

General retirement planning ESG / Sustainable investing
user avatar

Jonathan S

CFA®, Series 63, Series 65

Chicago, IL

Signet Private Wealth, LLC

Jonathan Spencer is a CFA® charterholder with eight years of industry experience. He has worked at Signet Private Wealth, LLC since 2017 and previously held roles at Liccar Securities, LLC and Umbono Investments (US) LLC. Outside of his advisory work, Spencer serves as Chief Financial Officer and Director of Medinah Road Development Co. LLC, a real estate development company, and is a managing member of Twende Investments, LLC, a holding company for Signet Private Wealth. Signet Private Wealth serves individuals, trusts, estates, and retirement plans with both discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs a value-oriented, primarily long-term investment approach that integrates fundamental and technical analysis, model portfolios with tactical shifts, and tools such as direct indexing and limited options strategies.

General retirement planning ESG / Sustainable investing
user avatar

Thomas L

Series 65

Chicago, IL

Signet Private Wealth, LLC

Thomas Laughlin is a financial advisor with Signet Private Wealth, LLC, holding a Series 65 designation and seven years of industry experience. His prior work includes roles at Apple, Inc. and Halliard Soap Company, LLC. Outside of his advisory work, he is involved with Andiamo Vento LLC and Twende Investment Group. Signet Private Wealth serves individuals, trusts, estates, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm follows a value-oriented, primarily long-term investment approach, incorporating fundamental and technical analysis, model portfolios, and tools such as direct indexing and limited options strategies.

General retirement planning ESG / Sustainable investing
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