{"url":"https://nivawealth.com/firms/singer-wealth-management-299603","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/299603","regulatoryAum":118997543,"crd":"299603","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4851839","suffix":null,"lastName":"BARBOSA","firstName":"JOSE","middleName":"FRANCISCO"},{"crd":"3065833","suffix":null,"lastName":"BRANSON","firstName":"KARA","middleName":"MARIE"},{"crd":"6284558","suffix":null,"lastName":"SINGER","firstName":"ALICIA","middleName":"Francine"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136654","legalName":"Singer Wealth Management, LLC","displayName":"Singer Wealth Management","slug":"singer-wealth-management-299603","website":"https://singerwealthmanagement.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/singer-wealth-management-llc/","founded":null,"organization":"Washington limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"6 July 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":881463.2814814815,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":118997543,"discretionary":118997543,"discretionaryAccounts":427,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":99,"regulatoryAum":29585265},{"label":"High-net-worth individuals","clients":36,"regulatoryAum":89412278}],"feePrograms":[{"role":"main","program":"Investment Management Fee","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047265","versionId":1047265,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-06-04","documentName":"SINGER WEALTH ADV PART 2A FOR SEC REGISTRATION V.06.04.26","fee_rate_low":0.4,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":5000},{"role":"other","program":"Personal Financial Planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047265","versionId":1047265,"submittedOn":"2026-06-04","documentName":"SINGER WEALTH ADV PART 2A FOR SEC REGISTRATION V.06.04.26"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:13:21.596508+00:00","documents":[{"name":"SINGER WEALTH ADV PART 2A FOR SEC REGISTRATION V.06.04.26","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047265","versionId":1047265,"submittedOn":"2026-06-04"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":118997543}],"custodyNote":"Singer Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Alicia Singer","title":"Managing Member/CCO","crd":"6284558"}],"ownership":[{"label":"Alicia Singer","detail":"Managing member/cco in the 75% or more ownership band and a control person, since October 2018."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":2},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"206-300-7464","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"1-10","assetMix":[{"label":"Securities issued by registered investment companies or business development companies","percent":100}],"privateFunds":0},"sources":{"adv1FilingDate":"10 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/299603/PDF/299603.pdf","brochureDate":"4 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1047265","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Singer Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Singer Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Singer Wealth Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Singer Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Singer Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Singer Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Singer Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Singer Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Singer Wealth Management?","answer":"Its phone number is 206-300-7464. Its website is singerwealthmanagement.com.","source":"Form ADV Part 1A, Item 1.F, filed 10 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}