CRD: 298315
Signature Wealth Management Partners, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2018
- Office Locations
- 1
Office Locations
About Signature Wealth Management Partners, LLC
Signature Wealth Management Partners provides financial planning and asset management with objective advice, helping individuals and families navigate life transitions and build personalized road maps toward financial independence, including retirement-focused planning. Investment implementation emphasizes diversified asset allocation using ETFs, mutual funds, and fixed income. The firm highlights a second-generation family tradition with 100+ years of combined experience and custody relationships including Charles Schwab & Co.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ELIZABETH ANN EMR
Managing Member
- CRD
- #1001109
- Ownership
- 50% but less than 75%
GREGORY MICHAEL EMR
Managing Member
- CRD
- #2244515
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Thomas Christopher Bell
--
- CRD
- #3187983
KENNETH SCOTT BOTWINICK
Partner
- CRD
- #4572690
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $451,750,145 | $487,325 |
| Non-Discretionary | $2,468,575 | $164,572 |
| Total | $454,218,720 | $482,185 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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