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SINGER WEALTH ADVISORS LLC
CRD 317218File 801-122736
APPROVED
Retail clients
Custody
Filing as of Jul 15, 2026
Feed vintage Oct 1, 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
- Website
- https://www.keithsinger.com
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 type | Clients | AUM |
|---|---|---|
| Other | 5 | $20.1M |
| Other investment advisers | Fewer than 5 | $6.6M |
| High net worth individuals | 319 | $569.8M |
| Pension and profit sharing plans | Fewer than 5 | $1.8M |
| Individuals (other than high net worth individuals) | 629 | $312.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 40 | 43 | increased by3 |
| Aug 1, 2026 | Clients | 909 | 953 | increased by44 |
| Aug 1, 2026 | AUM | $782,413,418 | $910,570,734 | increased by$128,157,316 |
| Aug 1, 2026 | Accounts | 2,094 | 2,247 | increased by153 |
| Mar 1, 2026 | Employees | 20 | 40 | increased by20 |
| Mar 1, 2026 | Clients | 843 | 909 | increased by66 |
| Mar 1, 2026 | AUM | $668,704,485 | $782,413,418 | increased by$113,708,933 |
| Mar 1, 2026 | Accounts | 1,897 | 2,094 | increased by197 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 16 | 20 | increased by4 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 781 | 843 | increased by62 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $571,232,403 | $668,704,485 | increased by$97,472,082 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,733 | 1,897 | increased by164 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 16 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 525 | 781 | increased by256 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SINGER WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SINGER WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.