# Singer Wealth Management

> 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.

- CRD: 299603
- Filed as: SINGER WEALTH MANAGEMENT
- Legal name: Singer Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299603
- AdvisorCensus page: https://advisorcensus.com/firm/singer-wealth-management-299603

## Quick answers

**How is Singer Wealth Management compensated?**
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.

**How much does Singer Wealth Management charge?**
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.

**Is Singer Wealth Management registered with the SEC or a state?**
Singer Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 299603.

**How much does Singer Wealth Management manage?**
Singer Wealth Management reports $118,997,543 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (100% discretionary).

**What types of clients does Singer Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (99); high net worth individuals (36).

**Which custodians does Singer Wealth Management use?**
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.

**Does Singer Wealth Management report any disciplinary disclosures?**
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

**What changed in Singer Wealth Management's recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated June 4, 2026)

- 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

> $0 to $1,999,999 1.00% Next $2,000,000 to $4,999,999 0.70% Next $5,000,000 to $9,999,999 0.50% Next $10,000,000 to $24,999,999 0.40%

- Minimum annual fee: $5,000

> Clients receiving ongoing asset management services will be assessed a $5,000 minimum annual fee.

- Hourly rate: $400 an hour (financial planning services)

> Singer Wealth Management, LLC offers financial planning services on an hourly basis for $400 per hour, with a minimum fee of $4,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $118,997,543
- Discretionary: $118,997,543
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 99 | $29,585,265 |
| High net worth individuals | 36 | $89,412,278 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MT, NY, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- singerwealthmanagement.com
- Facebook @alicia.singer.9081
- Instagram @singerwealthmanagement
- LinkedIn @singer-wealth-management-llc
- LinkedIn @aliciasinger

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Singer Wealth Management (CRD 299603): Form ADV filing data as of October 2026.