SIGNAL TREE FINANCIAL PARTNERS LLC

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UUIDcdeeaf64-bc06-5342-845d-b9150ebb57fe

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:55

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	311871	311871	—	1.0
sec_file_number	801-131429	801-131429	—	—

Profile

Websitehttps://www.linkedin.com/company/signal-tree-financial-partners-llc/

HQ CityCOPLEY

HQ StateOH

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)171,150,000.0
RAUM (discretionary)171,150,000.0
Actionable assets152,635,000.0
Accounts320.0

Institutional Clients

Government AUM—
Pension AUM—
Charitable AUM—
HNW AUM152,635,000.0

As of 2025-03-19 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
ROVNAK, JEFF, EDWARD	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "1997109", "owner_id": "3275236", "source": "adv_part1", "table": "Schedule_A_B"}
MASSARE, DAVID, JOHN	SENIOR FINANCIAL ADVISOR	EMPLOYEE	—	{"filing_id": "1997109", "owner_id": "4619768", "source": "adv_part1", "table": "Schedule_A_B"}
RUMSEY, THOMAS, C	OWNER	EMPLOYEE	—	{"filing_id": "1997109", "owner_id": "7886579", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

ROVNAK, JEFF, EDWARD

CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "1997109", "owner_id": "3275236", "source": "adv_part1", "table": "Schedule_A_B"}

MASSARE, DAVID, JOHN

SENIOR FINANCIAL ADVISOR

EMPLOYEE

—

{"filing_id": "1997109", "owner_id": "4619768", "source": "adv_part1", "table": "Schedule_A_B"}

RUMSEY, THOMAS, C

OWNER

EMPLOYEE

—

{"filing_id": "1997109", "owner_id": "7886579", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/12/2025 10:19:55 AM",
  "filing_id": "1997109",
  "reg_type": "IA"
}
```

SIGNAL TREE FINANCIAL PARTNERS LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1