Signet Private Wealth, Llc
- Regulatory AUM
- $190M
- Discretionary
- $154M
- Clients
- 80
- Avg AUM / client
- $2.4M
- Accounts
- 283
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 41 | $16.2M | 8.56% |
| High net worth individuals | 37 | $162M | 85.5% |
| Charitable organizations | 1 | $11.2M | 5.9% |
| Other | 1 | $20.3K | 0.01% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Bruce Spencer | Managing Member | CFA | Aug 2013 (13y) | ≈ 18.75% – 50% via Twende Investment Group Llc |
| Michael James Liccar | Member | Aug 2018 (8y) | ≈ 9.38% – 37.5% via Andiamo Vento Llc | |
| Thomas John Laughlin | Member | Jan 2019 (8y) | ≈ 9.38% – 37.5% via Andiamo Vento Llc | |
| David Andrew Ventura | Member | Dec 2019 (7y) | ≈ 18.75% – 50% via Twende Investment Group Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Twende Investment Group Llc | Owner | Aug 2017 | A | 75% or more |
| Andiamo Vento Llc | Member | Jan 2019 | B | ≈ 18.75% – 50% via Twende Investment Group Llc |
| Blue Lake Capital, Llc | Owner | Jan 2020 | B | ≈ 18.75% – 50% via Twende Investment Group Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jonathan Bruce Spencer: 25% – 50% of Twende Investment Group Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Michael James Liccar: 50% – 75% of Andiamo Vento Llc × 25% – 50% of Twende Investment Group Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Thomas John Laughlin: 50% – 75% of Andiamo Vento Llc × 25% – 50% of Twende Investment Group Llc × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- David Andrew Ventura: 25% – 50% of Twende Investment Group Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Andiamo Vento Llc: 25% – 50% of Twende Investment Group Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Blue Lake Capital, Llc: 25% – 50% of Twende Investment Group Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $182M (96% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 23, 2026.
View current Form ADV (SEC/IAPD) ↗