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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-29-2019
- Office Locations
- 2
Office Locations
About Singer Wealth Management
Singer Wealth Management is a Seattle-based boutique RIA focused on helping women grow and protect wealth for the long term, especially through life transitions like divorce, career change, loss, and inheritance. The firm provides tailored financial planning, portfolio construction and ongoing investment management, plus estate/legacy and charitable planning and insurance guidance. Custody includes Charles Schwab.
Team overview
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Asset Classes
Custodian
Fund Managers
Investment Vehicles
Services
Technology
Owner & Executives
ALICIA Francine SINGER
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #6284558
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOSE FRANCISCO BARBOSA
Financial Advisor, General Partner
- CRD
- #4851839
KARA MARIE BRANSON
--
- CRD
- #3065833
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,997,543 | -- |
| Non-Discretionary | $0 | -- |
| Total | $118,997,543 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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