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- Custodian
- Anchorage Digital · Charles Schwab & Company · Gemini Trust · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-11-2012
- Office Locations
- 1
Office Locations
About Signify Wealth LLC
Signify Wealth LLC is a St. Louis RIA providing financial and wealth planning, portfolio construction, and discretionary asset management for athletes, entrepreneurs, and artists, serving both retail and institutional clients. The firm invests primarily through public funds/ETFs and municipal bonds, with capabilities that include real estate and infrastructure. Founder Stephen P.M. Rhodes authored “Make Your Money Matter,” underscoring its athlete-focused planning.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEPHEN PAUL MICHAEL RHODES
Managing Member, Managing Principal
- CRD
- #4632846
- Ownership
- 75% or more
Olivia Lasha Parker
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Javier Duren
--
- CRD
- #8250901
Morgan Danielle Summers
Financial Advisor
- CRD
- #7151557
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $364,555,522 | $1,172,204 |
| Non-Discretionary | $0 | -- |
| Total | $364,555,522 | $1,172,204 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2024
| 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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