Singer Wealth Management, LLC
CRD 299603SEC# 801-136654
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.
Singer Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alicia Francine Singer Control | Managing Member/Cco | Over 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 hours | 8-4 |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$119Mregulatory AUM
Discretionary $119M