{
  "crd_number": 299603,
  "slug": "singer-wealth-management-299603",
  "primary_business_name": "SINGER WEALTH MANAGEMENT",
  "legal_name": "SINGER WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-07-06",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-10",
  "carried_forward": false,
  "raum_total": 118997543.0,
  "raum_discretionary": 118997543.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 29585265.0,
      "count": 99
    },
    "high_net_worth_individuals": {
      "raum": 89412278.0,
      "count": 36
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "MT",
    "NY",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/alicia.singer.9081?__tn__=%2Cd%2CP-R&eid=ARC7mR7kfolgtLViV0he72S9_GV0X0Iuw77mKuVFWBCIVas3px&fref=search",
    "https://instagram.com/singerwealthmanagement?hl=en",
    "https://linkedin.com/company/singer-wealth-management-llc",
    "https://linkedin.com/in/aliciasinger",
    "https://singerwealthmanagement.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299603",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/singer-wealth-management-299603",
  "display_name": "Singer Wealth Management",
  "summary": "Singer Wealth Management is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.",
  "citation": "AdvisorCensus. Singer Wealth Management (CRD 299603): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Singer Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Singer Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "How much does Singer Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated June 4, 2026 states: Up to $1,999,999: 1% a year; $2,000,000 to $4,999,999: 0.7% a year; $5,000,000 to $9,999,999: 0.5% a year; $10,000,000 to $24,999,999: 0.4% a year; Above $24,999,999: see the brochure; Hourly rate: $400 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Singer Wealth Management registered with the SEC or a state?",
      "a": "Singer Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 299603."
    },
    {
      "q": "How much does Singer Wealth Management manage?",
      "a": "Singer Wealth Management reports $118,997,543 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Singer Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (99); high net worth individuals (36)."
    },
    {
      "q": "Which custodians does Singer Wealth Management use?",
      "a": "Singer Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Singer Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299603"
    },
    {
      "q": "What changed in Singer Wealth Management's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 4, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $1,999,999",
        "rate": "1%"
      },
      {
        "band": "$2,000,000 to $4,999,999",
        "rate": "0.7%"
      },
      {
        "band": "$5,000,000 to $9,999,999",
        "rate": "0.5%"
      },
      {
        "band": "$10,000,000 to $24,999,999",
        "rate": "0.4%"
      },
      {
        "band": "Above $24,999,999",
        "rate": null,
        "note": "Not stated in this schedule; see the brochure."
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$5,000",
    "planning_fees": [
      "Hourly rate: $400 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $1,999,999: 1% a year",
          "$2,000,000 to $4,999,999: 0.7% a year",
          "$5,000,000 to $9,999,999: 0.5% a year",
          "$10,000,000 to $24,999,999: 0.4% a year",
          "Above $24,999,999: see the brochure"
        ],
        "quotes": [
          "$0 to $1,999,999  1.00% \nNext $2,000,000 to $4,999,999  0.70% \nNext $5,000,000 to $9,999,999  0.50% \nNext $10,000,000 to $24,999,999  0.40%"
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $5,000"
        ],
        "quotes": [
          "Clients receiving ongoing asset management services will be assessed a $5,000 minimum annual fee."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $400 an hour (financial planning services)"
        ],
        "quotes": [
          "Singer Wealth Management, LLC offers financial planning services on an hourly basis for $400 per hour, with a minimum fee of $4,000."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 1999999.0,
          "rate_pct": 1.0
        },
        {
          "min": 2000000.0,
          "max": 4999999.0,
          "rate_pct": 0.7
        },
        {
          "min": 5000000.0,
          "max": 9999999.0,
          "rate_pct": 0.5
        },
        {
          "min": 10000000.0,
          "max": 24999999.0,
          "rate_pct": 0.4
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 5000.0,
      "planning": [
        {
          "kind": "hourly",
          "amount": 400.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "$0 to $1,999,999  1.00% \nNext $2,000,000 to $4,999,999  0.70% \nNext $5,000,000 to $9,999,999  0.50% \nNext $10,000,000 to $24,999,999  0.40%",
      "Clients receiving ongoing asset management services will be assessed a $5,000 minimum annual fee.",
      "Singer Wealth Management, LLC offers financial planning services on an hourly basis for $400 per hour, with a minimum fee of $4,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/singer-wealth-management-299603.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 99,
      "fewer_than_5": false,
      "raum": 29585265.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 36,
      "fewer_than_5": false,
      "raum": 89412278.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/299603",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}