S
$11.4M Total AUM
$11.4M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
1 yrs Firm Age
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- Custodian
- Cetera ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-22-2025
- Office Locations
- 1
Office Locations
70 N College AVE Fayetteville AR
About Signalup Wealth, LLC
Signalup Wealth, LLC is a Fayetteville-based RIA. The firm has been operating for 1 years. Managing $11.4M in total assets under management, with 1 advisory representatives. They custody assets with Cetera and Charles Schwab & Company.
Team overview
41 AVG AGE
$11.4M AVG AUM / ADVISOR
$259.5K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
James Preston Smith
Founder & Wealth Management Advisor
- CRD
- #5867918
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,417,985 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,417,985 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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