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Singer Wealth Management CRD 299603
$119M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Seattle, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-08 |
| WA | RA | APPROVED | 2019-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Badgley Phelps & Bell Dba Badgley Phelps Wealth Managers | Seattle | WA | 06/2016 | 09/2018 |
| Singer Wealth Management, Llc | Seattle | WA | 11/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-16 |
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