SINGER WEALTH MANAGEMENT
SINGER WEALTH MANAGEMENT, LLC
CRD 299603 · SEC 801-136654
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$119.0M
Discretionary AUM
$119.0M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $29.6M |
| High net worth individuals | 36 | $89.4M |
All web addresses on file
- https://www.instagram.com/singerwealthmanagement/?hl=en
- http://singerwealthmanagement.com
- https://www.facebook.com/alicia.singer.9081?fref=search&__tn__=%2Cd%2CP-R&eid=ARC7mR7kfolgtLViV0he72S9_GV0X0Iuw77mKuVFWBCIVas3px
- https://www.linkedin.com/in/aliciasinger/
- https://www.linkedin.com/company/singer-wealth-management-llc/
Official SEC filing: View on IAPD