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SINGER WEALTH MANAGEMENT

· CRD 299603 · IAPD ↗ · 206-300-7464

$119.0MRegulatory AUM
3Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — SINGER WEALTH MANAGEMENT (location n/a) is newly SEC-registered with $119.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.