Signature Wealth Management

What Signature Wealth Management does

Signature Wealth Management is a private, Minnesota-based registered investment advisory firm founded in 2017 by Thomas A. Endersbe after his tenure at Ameriprise Financial. The firm delivers fee-based, fiduciary wealth management through three physical offices in Minnetonka (headquarters as of December 2024), Elk River, and Duluth, serving clients across the Twin Cities and Greater Minnesota. Its service taxonomy spans financial planning, asset and investment management, cash flow and debt management, education and 529 planning, tax planning, estate planning, business owner and succession planning, employee benefits, insurance, and philanthropy/legacy planning, packaged behind a proprietary five-step process (Initial Consultation, Financial Assessment & Goal Setting, Investment Strategy Development, Portfolio Management, and Ongoing Review).

The firm is led by a team of 14 financial advisors holding multiple credentials (CFP®, ChFC®, CRPC™, CPA, MBT), supported by paraplanners, client services, and operations staff. Technology infrastructure is built on third-party wealth-management platforms: eMoney Advisor for planning, eQuipt and Oneview for client portals, Pershing as the clearing/custody firm, and a parent-affiliate relationship with Osaic Wealth, Inc., one of the nation’s largest independent broker-dealers, which provides back-office, compliance, and product access. Sub-products include 529 College Savings Plans and Trump Accounts for Kids (launched 2025). No proprietary AI/ML capability, app, SDK, or API surface is disclosed.

Signature Wealth Management operates an enterprise field-sales GTM targeting HNW individuals, families, small business owners, and professionals at large corporations, with the majority of new clients sourced via referrals and personal consultations. Revenue is generated through recurring fee-based investment advisory and financial planning services billed annually, with pricing not publicly disclosed. Marketing activity centers on an active blog, email newsletter, quarterly partner-led webinars (AllianceBernstein, Schatz Benefit Group, J.P. Morgan Asset Management, First Trust), community sponsorships, and LinkedIn. Recognition includes the Financial Times Top 400 Financial Advisors (2018) and a Five Star Wealth Manager Award (2024).

Name

Signature Wealth Management

Legal name

Signature Wealth Management

Website

https://signaturewealthmn.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Signature Wealth Management is a Minnesota-based, Osaic Wealth-affiliated RIA providing fee-based financial planning, investment management, tax, estate, and retirement advisory services to HNW individuals, families, and small business owners across the Twin Cities and Greater Minnesota.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Retirement planning
• Estate planning services

Headquarters

HQ city

Saint Louis Park

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Advisory and Planning Services: Fee-based financial advisory and planning services provided through affiliation with Osaic Wealth, Inc., a large broker-dealer. Services include investment management, financial planning, tax planning, estate planning, and retirement planning.
2. Investment Management: Discretionary and non-discretionary investment management services with assets held at Pershing clearing firm.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Signature Wealth Management delivers personalized, fee-based financial planning and wealth management services through a proprietary 5-step process: Initial Consultation, Financial Assessment & Goal Setting, Investment Strategy Development, Portfolio Management, and Financial Planning & Ongoing Review. Core offerings span financial planning, asset and investment management, cash flow and debt management, tax planning, estate planning, education planning, business owner/succession planning, employee benefits planning, insurance, and philanthropy/legacy planning. Securities and investment advisory services are offered under the firm's affiliation with Osaic Wealth, Inc.

Product overview

Signature Wealth Management offers a unified financial advisory service built around comprehensive financial planning. Their core offering consists of ten integrated service modules: Financial Planning, Asset Management, Cash Flow and Debt Management, Investment Management, Education Planning (including 529 Plans), Tax Planning, Estate Planning, Business Owner Planning and Succession Planning, Employee Benefits Planning, Insurance, and Philanthropy/Legacy Planning. The firm leverages client portal tools (eQuipt, Oneview) for account access and eMoney advisor platform for financial planning. They also offer specialized sub-products including 529 College Savings Plans and Trump Accounts for Kids. Services are delivered through five advisory teams (Endersbe-Kvittem, Duluth, Vedadi, Madson-Pollock, and Hovland) across three Minnesota locations.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning service that analyzes clients' complete financial situations, goals, and values to create personalized financial roadmaps for individuals and families.
• Asset Management Portfolio management service focused on building and preserving wealth through strategic asset allocation and ongoing portfolio monitoring for HNW clients.
• Investment Management Professional investment management services including strategy development, portfolio construction, and ongoing investment advice for individual clients.
• Cash Flow and Debt Management Service helping clients manage cash flow, reduce debt, and optimize financial resources for both short-term needs and long-term financial goals.
• Education Planning Planning service focused on funding education goals, including 529 plan strategies and college savings approaches for client families.
• Tax Planning Strategic tax planning services including Roth conversions, tax-efficient investment strategies, and coordination with client tax professionals.
• Estate Planning Estate planning service helping clients preserve and transfer wealth to heirs while minimizing tax implications through coordinated estate strategies.
• Business Owner and Succession Planning Specialized planning service for business owners including exit strategies, business succession planning, and employee benefits packaging for talent retention.
• Employee Benefits Planning Planning service helping business owners design and optimize employee benefit packages to attract and retain talent.
• Insurance Planning Insurance planning service covering life insurance, disability insurance, and other risk management products for individual and business clients.
• Philanthropy and Legacy Planning Charitable giving strategy service including donor-advised funds, qualified charitable distributions, and legacy planning for philanthropic goals.
• 529 College Savings Plan State tax-advantaged education savings plan that clients can use to save for qualified education expenses for children or grandchildren.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Osaic Wealth, Inc.coreStrategic or Co-development PartnerOsaic Wealth, Inc. is a large independent broker-dealer that provides back-office support, compliance, technology platforms, and access to investment products. Signature Wealth Management operates as an affiliate of Osaic Wealth, offering securities and investment advisory services through this affiliation.
• Schatz Benefit GroupcoreStrategic or Co-development PartnerLong-term partnership with Schatz Benefit Group for healthcare planning expertise. Provides educational webinars on Medicare, individual health insurance, and Medicare supplements. The firm works with pre-Medicare specialists and Medicare experts to serve clients' healthcare coverage needs.
• AllianceBernsteincoreTechnology or IntegrationAllianceBernstein provides market outlook research and capital markets insights. Ryan Curry, CMFC, CFP, Regional Manager-Director at AllianceBernstein presents quarterly market outlook webinars for Signature Wealth clients.
• PershingcoreTechnology or IntegrationPershing serves as the clearing firm for client accounts, providing account administration, custody, and processing services. Tax documents are generated through Pershing for client taxable brokerage accounts.
• J.P. Morgan Asset ManagementminorStrategic or Co-development PartnerIndustry partner providing market insights and economic research. Meera Pandit, Executive Director and Global Market Strategist, has provided webinar content on markets and economy.
• First TrustminorStrategic or Co-development PartnerIndustry partner providing market commentary and economic research through publications like the Market Minute.

Scale indicators1 record

Recent moves7 records

Expansion highlights5 records

Direct peers

• Creative Planning: Large independent RIA offering comprehensive wealth management, tax planning, estate planning, and investment advisory to HNW individuals and families nationwide — directly comparable in integrated service suite.
• Wealth Enhancement Group: Minneapolis-headquartered RIA serving HNW individuals and families across the Upper Midwest with comprehensive wealth management, tax, and retirement planning — a closely analogous business model and regional footprint to Signature Wealth Management.
• Mariner Wealth Advisors: National RIA providing comprehensive financial planning, investment management, tax, and estate services to HNW individuals, families, and business owners — comparable in service breadth and HNW client focus.
• Carson Group: Omaha-based RIA and broker-dealer partnership serving financial advisors and their HNW clients with comprehensive planning, investment, and business-owner services — comparable mid-market RIA partnership model.
• Mercer Advisors: National RIA providing comprehensive wealth management, tax, estate, and investment services to HNW households — directly comparable integrated offering and client profile.
• Hightower Advisors: National RIA partnership serving HNW individuals, families, and business owners with holistic wealth planning — directly comparable partnership-based RIA model with multi-advisor teams.

Broad incumbents

• Ameriprise Financial: Large diversified financial services firm with HNW advisory franchise where many SWM advisors previously worked — comparable service suite (planning, investments, insurance) at significantly larger scale.
• Raymond James Financial Services: Diversified wealth management and investment firm with affiliated advisor model serving HNW clients — comparable to SWM's Osaic-affiliated advisor practice structure.
• Cetera Financial Group: Independent broker-dealer and RIA network serving independent financial advisors with HNW clients — comparable affiliation model where independent advisors operate under a larger broker-dealer umbrella.
• Edelman Financial Engines: Large national RIA combining traditional advisory, workplace retirement plan services, and digital tools — broader portfolio than SWM but overlapping HNW planning and investment management offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/signaturewealthmgmt
• Xx.com/sigwealthmn
• Facebookfacebook.com/signaturewealthmn

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Signature Wealth Management