Singer Wealth Advisors LLC

RIASEC RegisteredEst. 2021

Total AUM

$911M

Discretionary

$911M

100% of AUM

Avg account

$405K

Accounts

2,247

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: HNWI62.58%
Individuals34.28%
Corporations / Businesses2.21%
Other Investment Advisers0.73%
Pension & Profit Sharing Plans0.2%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Singer Wealth Advisors LLC is an independent registered investment adviser formed as a limited liability company and SEC-registered in 2021. The firm is privately owned (domestic entity / individual) and identifies as a capital allocator, serving a mix of individual and family clients as well as institutional relationships. Its fee model combines a percentage-of-assets-under-management component with fixed-fee engagements. The adviser’s stated activities include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection of other advisers, plus educational seminars and workshops. Singer Wealth Advisors reports affiliations with a law firm and an insurance company. The firm does not position itself as an active ESG investor and is not listed as a multi-state adviser.