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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-07-2023
- Office Locations
- 1
Office Locations
About Singh PWM LLC
SINGH PWM LLC is a Phoenix, AZ-based, founder-led RIA providing financial planning and portfolio management, often serving entrepreneurs. Services include tax planning, estate and business-succession planning, and insurance/risk management. The firm emphasizes diversified allocation using mutual funds and annuities, with interest across fixed income, real estate, and cryptocurrency. Reported custody includes Schwab and Fidelity; its website is currently under construction.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Raman J Singh
Chief Compliance Officer, Financial Planner, Founder
- CRD
- #5899381
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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