Singh PWM LLC

The firm provides investment advisory and ongoing custodial portfolio management together with comprehensive and project-based financial planning and consulting for individuals (including high-net-worth), nonprofit organizations, and small business entities. It operates as a single-advisor practice with a small client roster and approximately $24 million in assets under management, offering both one-time and ongoing planning engagements.

Investment decisions are grounded in fundamental analysis and modern portfolio theory, and portfolios may use long- and short-term, income, hedging, and alternative-investment strategies, including options and ETFs. Accounts are managed separately to client objectives, can be managed on a discretionary basis, and are reviewed at least annually with periodic updates triggered by market or client events.

Distinctive features include a fee model that does not rely on a standard percentage-of-assets-under-management structure; the firm instead uses negotiable and mixed fee arrangements such as fixed, hourly, project-based, and subscription planning options. The principal also engages in external tutoring and part-time consulting work, and the combination of a very small client base and varied fee offerings may result in a different advisory availability and billing approach than many peers.