SINGER WEALTH ADVISORS LLC
Adviser information for SINGER WEALTH ADVISORS LLC last updated from Form ADV on March 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 12 |
| Licensed Agents of an Insurance Company | 9 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,442 | $424.6M |
| Non-Discretionary | 0 | $0 |
| Total | 1,442 | $424.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 463 | $156.5M |
| HNW Individuals | 193 | $245.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 9 | $2.8M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 10 | $19.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesCommissionsSELECTION OF OTHER ADVISORS FEES; SOLICITOR FEES |
Identifiers
| SEC RIA File Number | 801-122736 |
|---|---|
| SEC ERA File Number | 801-122736 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 317218 |
| Legal Entity Identifier | None |
Principal Office
1515 S. FEDERAL HIGHWAYSUITE 302
BOCA RATON
FL
United States
Monday - Friday, 8:30 AM TO 5:30 PM
Tel: 561-998-9985, Fax: 561-409-3268
Chief Compliance Officer
CAITLIN COMSTOCK
1515 S. FEDERAL HIGHWAY
SUITE 302
BOCA RATON
FL
United States
Tel:
561-998-9985
Fax:
561-409-3268
C******@***************M
(Full email address available in API data)
Regulatory Contact
KEITH SINGER
CHIEF EXECUTIVE OFFICER
1515 S. FEDERAL HIGHWAY
SUITE 302
BOCA RATON
FL
United States
Tel:
561-998-9985
Fax:
561-409-3268
K****@***************M
(Full email address available in API data)
Industry Affiliates
| KEITH SINGER PA | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SINGER, KEITH, ERIC | Individual | – | MANAGING MEMBER | 04/2021 | > 75% |
| Trachtenberg, Steven, Eric | Individual | – | INVESTMENT ADVISOR REPRESENTATIVE, MEMBER | 04/2021 | 10-25% |
| COMSTOCK, CAITLIN, MARIE | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2023 | < 5% |