Singer Wealth Management provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Singer Wealth Management reports 135 clients. They include 99 individual clients and 36 high-net-worth individuals. Of its assets, 100.0% ($119M across 427 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 25% |
| High-net-worth individuals | 27% | 75% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 99 | $29.6M | 24.9% | $299K |
| High-net-worth individuals | 36 | $89.4M | 75.1% | $2.48M |
| Total | 135 | $119M | 100% | $881K |
- Clients
- 99
- Regulatory AUM
- $29.6M
- AUM share
- 24.9%
- Avg. per client
- $299K
- Clients
- 36
- Regulatory AUM
- $89.4M
- AUM share
- 75.1%
- Avg. per client
- $2.48M
Total
- Clients
- 135
- Regulatory AUM
- $119M
- AUM share
- 100%
- Avg. per client
- $881K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Singer Wealth Management charges 0.40%–1.00% a year for its Investment Management Fee. The fee is billed in advance, is negotiable and has a $5,000 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Personal Financial Planning
- Financial planning is billed hourly at $400 per hour with a $4,000 minimum fee; time beyond ten hours is charged in addition to the minimum.
Alicia Singer owns 75% or more of Singer Wealth Management. It has 4 employees, 3 of them in advisory roles.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Singer Wealth Management, LLC
Alicia Singer
Control person · since October 2018
Besides its headquarters, Singer Wealth Management has 2 offices (2 private residences, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Singer Wealth Management, LLC
- Headquarters
- Not reported
- Website
- singerwealthmanagement.com
- Phone
- 206-300-7464
- @singer-wealth-management-llc
- SEC file
- 801-136654
- Structure
- Washington LLC
- Fiscal year end
- December
Singer Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($119M). Singer Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $119M100%
At year end, Singer Wealth Management’s separately managed accounts were mostly in funds (100%).
What the accounts hold
- Funds100%
How many clients does Singer Wealth Management have?
Singer Wealth Management has 135 clients and manages $119 million for them, as of June 2026. They include 99 individual clients and 36 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 June 2026
What services does Singer Wealth Management offer?
Singer Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Singer Wealth Management charge?
Singer Wealth Management charges 0.40%–1.00% a year for its Investment Management Fee. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.
Source: SINGER WEALTH ADV PART 2A FOR SEC REGISTRATION V.06.04.26, filed 4 June 2026
Which custodians does Singer Wealth Management use?
Singer Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $119M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 June 2026
How many financial advisors does Singer Wealth Management have?
Singer Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Singer Wealth Management invest in?
At the end of its last fiscal year, Singer Wealth Management’s separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Singer Wealth Management?
Singer Wealth Management’s direct owner is Alicia Singer (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 June 2026
How does Singer Wealth Management get paid?
Singer Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Singer Wealth Management?
Its phone number is 206-300-7464. Its website is singerwealthmanagement.com.
