Investment adviser · CRD 317218
SINGER WEALTH ADVISORS LLC
Investment adviser filing (IA)
BOCA RATON, FL, United States · Form ADV filed Jul 15, 2026
- Regulatory AUM
- $911M Form ADV · Item 5.F
- Client accounts
- 2,247 Accounts, not individual clients
- Employees
- 43 Reported in this filing
- Advisory professionals
- 18 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 319 | $569,828,107 | 62.6% |
| Individuals | 629 | $312,157,662 | 34.3% |
| Corporations & businesses | 5 | $20,149,780 | 2.2% |
| Other investment advisers | Fewer than 5 | $6,642,462 | 0.7% |
| Retirement plans | Fewer than 5 | $1,792,723 | 0.2% |
Filing source
Form ADV 2119844 · Jul 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
1515 S. FEDERAL HIGHWAY, SUITE 302BOCA RATON, FL, 33432, United States
CRD 317218
Filing source
Form ADV 2119844 · Jul 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.