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SINGER WEALTH ADVISORS LLC

CRD 317218File 801-122736
APPROVED
Retail clients
Custody
Filing as of Jul 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$910.6M
Above cohort median (national)
Discretionary AUM
$910.6M
Clients
953
2,247 accounts
Employees
43
Above cohort median in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Nov 19, 2021
Principal office
1515 S. FEDERAL HIGHWAY, SUITE 302, BOCA RATON, FL, 33432
Phone
561-998-9985

Assets & accounts

ADV Item 5F
Total regulatory AUM
$910.6M
Discretionary AUM
$910.6M
Non-discretionary AUM
$0
Discretionary accounts
2,247
Non-discretionary accounts
0
Total accounts
2,247
AUM per client
$955K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other5$20.1M
Other investment advisersFewer than 5$6.6M
High net worth individuals319$569.8M
Pension and profit sharing plansFewer than 5$1.8M
Individuals (other than high net worth individuals)629$312.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Other
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.