SINGER WEALTH ADVISORS LLC

RIASEC RegisteredEst. 2021

Total AUM

$782M

Discretionary

$782M

100% of AUM

Avg account

$374K

Accounts

2,094

Employees

Advisory reps

Firm details

Headquarters: BOCA RATON, Florida
CRD number: 317218
Registered since: November 19, 2021
Website: singerwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI60.28%
Individuals36.13%
Corporations / Businesses2.51%
Other Investment Advisers0.7%
Pension & Profit Sharing Plans0.37%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Singer Wealth Advisors LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owner-operated. The firm registered with the SEC in 2021 and positions itself as a capital allocator serving both individual and family clients as well as institutional relationships. Its advisory model combines percentage-of-AUM and fixed-fee billing and includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. The firm reports active engagement with third-party managers rather than running a solely in-house product suite. Singer Wealth Advisors does not identify as an active ESG investor. It lists industry affiliations with a law firm and an insurance company, which likely support legal, estate, or insurance planning elements of client work.