# Singer Wealth Advisors LLC

> Singer Wealth Advisors LLC is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 15, 2026.

- CRD: 317218
- Filed as: SINGER WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317218
- AdvisorCensus page: https://advisorcensus.com/firm/singer-wealth-advisors-llc-boca-raton-fl-317218

## Quick answers

**How is Singer Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Singer Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Singer Wealth Advisors LLC located?**
Singer Wealth Advisors LLC's principal office is in Boca Raton, FL, according to its Form ADV; the August 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is Singer Wealth Advisors LLC registered with the SEC or a state?**
Singer Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 317218.

**How much does Singer Wealth Advisors LLC manage?**
Singer Wealth Advisors LLC reports $910,570,734 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary).

**How have Singer Wealth Advisors LLC's assets and staff changed since 2022?**
In the Form ADV data for Singer Wealth Advisors LLC: Regulatory assets under management: $298,380,789 in the October 2022 data and $910,570,734 in the October 2026 data, up 205%. Total employees: 9 in October 2022 and 43 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Singer Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (629); high net worth individuals (319); corporations or other businesses not listed above (5).

**Which custodians does Singer Wealth Advisors LLC use?**
Singer Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Singer Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/317218

**What changed in Singer Wealth Advisors LLC's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 15 to 18. Regulatory assets under management went from $782,413,418 to $910,570,734 (+16%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $910,570,734
- Discretionary: $910,570,734
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 629 | $312,157,662 |
| High net worth individuals | 319 | $569,828,107 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,792,723 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | Fewer than 5 | $6,642,462 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $20,149,780 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (4 years)
- Employees: 43 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, LA, MA, NJ, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Aventura, FL
- Plantation, FL
- Tampa, FL
- Wesley Chapel, FL
- West Palm Beach, FL

### Websites listed on Form ADV (Item 1.I)
- keithsinger.com
- singerwealth.com
- Facebook @singerwealth
- Instagram @singerwealth
- LinkedIn @keithsinger
- YouTube @singerwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $298,380,789 | 9 | July 27, 2022 |
| October 2023 | $385,432,140 | 12 | September 12, 2023 |
| October 2024 | $502,895,405 | 14 | August 14, 2024 |
| October 2025 | $668,704,485 | 22 | July 18, 2025 |
| October 2026 | $910,570,734 | 43 | July 15, 2026 |

Regulatory assets under management: $298,380,789 in the October 2022 data and $910,570,734 in the October 2026 data, up 205%.
Total employees: 9 in October 2022 and 43 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 15 to 18.
- Regulatory assets under management went from $782,413,418 to $910,570,734 (+16%).
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Regulatory assets under management went from $668,704,485 to $782,413,418 (+17%).

### December 2025
- Employees performing advisory functions went from 16 to 15.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Singer Wealth Advisors LLC (CRD 317218): Form ADV filing data as of October 2026.