Firm profile

SIGNET PRIVATE WEALTH, LLC

CHICAGO, ILCRD 290029Latest ADV February 18, 2026

Signet Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated February 18, 2026, reports $190M in regulatory assets under management, 4 employees, 1 office, and 283 accounts.

Assets Under Management
$190M
Employees
4
Offices
1 office
Total Clients
80
Primary office
CHICAGO, IL
150 S WACKER DRIVE, SUITE 2400, CHICAGO, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJonathan B. Spencer

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 51.2% of total clients.
Top client categories% of clientsClients
1
Individuals
51.2%
41
2
HNWI
46.3%
37
3
Charitable
1.3%
1
4
CASH MANAGEMENT FOR OUR FIRM
1.3%
1
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$190Mas of February 18, 2026
Discretionary81.2%
$154M
81% of total RAUM81.2%
Non-discretionary18.8%
$36M
19% of total RAUM18.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$190M
Total Accounts283
10Y AUM Change+$65M (+52.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee20:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.