Investment adviser · CRD 160094

SIGNIFY WEALTH LLC

Investment adviser filing (IA)

ST. LOUIS, MO, United States · Form ADV filed Jun 17, 2026

Regulatory AUM
$365M
Form ADV · Item 5.F
Client accounts
311
Accounts, not individual clients
Employees
17
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals40$345,363,89394.7%
Individuals72$16,480,2864.5%
Pooled investment vehicles1$2,700,0000.7%
Corporations & businesses1$11,3430.0%
Filing source

Form ADV 2114091 · Jun 17, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SIGNIFY MINERVA RMC II, A SERIES OF CGF2021 LLCVenture Capital Fund · Last reported Jun 17, 2026$2.7MGross asset value

Form D fundraising filings

Signify Minerva RMC II a Series of CGF2021 LLC

Fund administrator SYDECAR SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian GRASSHOPPER BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-8451137738
Reported beneficial owners
7
Minimum commitment
$250K
Form D file number
021-553537

Form ADV 2114091 · Jun 17, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jun 17, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

7750 CLAYTON ROAD, SUITE 100
ST. LOUIS, MO, 63117, United States

CRD 160094

Filing source

Form ADV 2114091 · Jun 17, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.