Signal Advisors Wealth, LLC

Overview

Signal Advisors Wealth, LLC is an SEC registered investment adviser based in Detroit, MI, registered since 2022. It reports $1.7B in assets under management across 10,642 accounts, with 37 employees. It has 47 investment adviser representatives.

Reported AUM

$1.7B

Discretionary

97%

Accounts

10,642

Average account

$159K

Employees

37

Advisory reps

47

Registered since

2022

Jurisdictions

35

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 4

• Patrick Richard Kelly Jr Chief Executive Officer CRD 5931188
• John Ryan Heath President CRD 4048213
• James Michael Morris Chief Compliance Officer CRD 3148242

1 more executive officer, with direct contact details

Advisory reps 3 of 47

• Levi Joshua Allison Investment Adviser Rep CRD 7987227
• Eric Michael Barr Investment Adviser Rep CRD 2553965
• Brian Joseph Bartold Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6180301

44 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1555 Broadway St
Detroit, MI 48226

County

Wayne

Metro area

Detroit-Warren-Dearborn, MI

Region

Midwest

Registrations

• SEC registered
• Registered in 35 jurisdictions
• Website: go.signaladvisors.com/signal-wealth-management

Every state, with registration dates

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