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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2018
- Office Locations
- 1
Office Locations
About Signet Private Wealth, LLC
Signet Private Wealth is an independent Chicago RIA serving multigenerational and high-net-worth families with discretionary investment management and ongoing wealth planning, including tax planning, wealth governance, and performance reporting. Portfolios use data-driven strategic and tactical allocation across core ETF models, direct equities, tax-efficient direct indexing, separately managed fixed income, and select alternatives, including faith-aligned equity options. Custody available at Schwab or Interactive Brokers.
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Owner & Executives
Jonathan Bruce Spencer
Chief Compliance Officer, President
- CRD
- #6731276
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Thomas John Laughlin
Director
- CRD
- #7054070
MICHAEL JAMES LICCAR
Principal
- CRD
- #1444181
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $154,063,701 | $841,878 |
| Non-Discretionary | $35,618,643 | $356,186 |
| Total | $189,682,344 | $670,256 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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