Singer Wealth Management
RIASEC & State Registered
Total AUM
$119M
Discretionary
$119M
100% of AUM
Avg account
$279K
Accounts
427
Employees
4
Advisory reps
3
Firm details
- Headquarters
- ,
- CRD number
- 299603
- Registered since
- July 6, 2026
- Website
- singerwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI75.14%
- Individuals24.86%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Singer Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual practitioner. The firm focuses on serving individual and family clients (and small-business relationships through portfolio management), providing financial planning and discretionary portfolio management. Its fee model combines a percentage-of-AUM approach with hourly billing for some work. Singer is not positioned as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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