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Singer Wealth Management, LLC

CRD 299603SEC# 801-136654
Export (members)
No longer SEC-registered. Singer Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$119M
Employees
4
Accounts
427
Location
—

Singer Wealth Management, LLC assets under management

Singer Wealth Management, LLC is a registered investment adviser overseen by the SEC. It reports $119 million in regulatory assets under management and employs 4 people.
View on SEC.gov ↗

Singer Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Alicia Francine Singer ControlManaging Member/CcoOver 75%2018

Frequently asked questions

How much does Singer Wealth Management, LLC manage?

Singer Wealth Management, LLC reports $119 million in regulatory assets under management on its Form ADV.

How many employees does Singer Wealth Management, LLC have?

Singer Wealth Management, LLC reports 4 employees.

Does Singer Wealth Management, LLC disclose fund performance?

Singer Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours8-4
Discloses disciplinary historyNo

Assets under management

Discretionary$119M
Non-discretionary$0
Total (RAUM)$119M