SourcingSourcing

SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC

B55
CRD 298315·SEC 801-113932·MONTVALE, NJ
AUM
$454.2M
$100M-$500M
Est. Revenue
$4.5M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$10.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
CRD
298315
SEC file #
801-113932
EIN
831566227
DBA names
—

Economics

AUM
$454.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$216.3M → $454.2M▲ +110%
Client mix
Individuals Other316
Individuals High Net Worth107
Corporations6
Pension Profit Sharing Plans3

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
MONTVALE NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EMR, ELIZABETH, ANN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
EMR, ELIZABETH, ANN
EMR, GREGORY, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001824694
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2021-02-16
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001824694-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5192
Soi Zip Pct 200k Plus
0.2863
Soi Zip Returns 200k Plus
1,340
Soi Zip Total AGI
880,371
Fdic Zip Total Deposits
22,285,175,000
Fdic Zip Branch Count
197
Fdic Zip Top Banks
TD Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
85 CHESTNUT RIDGE ROADSUITE 201MONTVALE, NJ 07645
Business
85 CHESTNUT RIDGE ROADSUITE 201MONTVALE, NJ 07645
Edgar EIN
831566227
Edgar Recent Filings
13F-HR2026-04-21 · 0001824694-26-000002
13F-HR2026-02-02 · 0001824694-26-000001
Fdic Zip Branches Raw
Hudson United BankMontvale, NJ
Independence Bank of New JerseyMontvale, NJ
Fdic Zip HHI
2127.55
Fdic Zip Top Bank Share Pct
35.63
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI9,677
Returns910
Stub 2
AGI17,019
Returns460
Stub 3
AGI28,996
Returns470
Soi Zip Total Business Income
28,666
Soi Zip Total Cap Gains
32,425
Soi Zip Total Dividends
33,125
Soi Zip Total Returns
4,680
Top Owner CRD
1001109
Trust Company Affiliate
No

People (6)

6
EMR, ELIZABETH, ANN
IAR · Direct Owner · 62.5%
1001109
EMR, GREGORY, MICHAEL
IAR · Direct Owner · 62.5%
2244515
DONNA MARIE EMR
Executive Officer · 2.5%
5161988
KENNETH SCOTT BOTWINICK
IAR
4572690
MICHAEL EMR
IAR
4289693
Thomas Christopher Bell
IAR
3187983