CRD: 301086
Signal Advisors Wealth, LLC
$1.7B Total AUM
$1.6B Disc. AUM
-- 3Y CAGR
37 Employees
4,816 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-08-2022
- Office Locations
- 30
Office Locations
1062 Highland Colony Parkway, Suite 260 Ridgeland MS
112 North Orange Street NEW Smyrna Beach FL
1555 Broadway ST Detroit MI
About Signal Advisors Wealth, LLC
Signal Advisors Wealth, LLC is a Detroit-based RIA with 30 offices. The firm has been operating for 3 years. Managing $1.7B in total assets under management, with 37 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
36 AVG AGE
$45.7M AVG AUM / ADVISOR
$350.8K AVG AUM / CLIENT
1.1 yrs AVG TENURE
37 Employees
37 Advisory Reps
37 RIA Reps
3yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN RYAN HEATH
President
- CRD
- #4048213
- Ownership
- Less than 5%
Available
Available
Available
P
PATRICK RICHARD KELLY JR
Chief Executive Officer
- CRD
- #5931188
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
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L
Levi Joshua Allison
--
- CRD
- #7987227
Available
Available
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ERIC MICHAEL BARR
--
- CRD
- #2553965
Available
Available
Available
Showing 2 of 46 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,633,986,095 | $157,538 |
| Non-Discretionary | $55,510,428 | $205,594 |
| Total | $1,689,496,523 | $158,757 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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