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SINGER WEALTH ADVISORS LLC
CRD 317218 · SEC 801-122736
1515 S. FEDERAL HIGHWAY, SUITE 302, BOCA RATON, FL, 33432, United States
Phone
561-998-9985
Fax
561-409-3268
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$782.4M
Discretionary AUM
$782.4M
Team
40 total employees; 15 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 607 | $282.7M |
| High net worth individuals | 296 | $471.6M |
| Corporations/business entities | 6 | $19.7M |
States served
CA, GA, LA, MA, NJ, NY, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD