Singer Wealth Advisors LLC
● SEC registered since 2021CRD 317218SEC# 801-122736Boca Raton, FL
Reg. AUM
$782.4M
Employees
40
Accounts
2,094
Location
Boca Raton, FL
Singer Wealth Advisors LLC assets under management
Singer Wealth Advisors LLC operates as an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2021. It reports $782.4 million in regulatory assets under management and employs 40 people.
Singer Wealth Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caitlin Marie Comstock | Chief Compliance Officer | Under 5% | 2023 |
| Keith Eric Singer Control | Managing Member | Over 75% | 2021 |
| Steven Eric Trachtenberg | Investment Advisor Representative, Member | 10-25% | 2021 |
Frequently asked questions
How much does Singer Wealth Advisors LLC manage?
Singer Wealth Advisors LLC reports $782.4 million in regulatory assets under management on its Form ADV.
How many employees does Singer Wealth Advisors LLC have?
Singer Wealth Advisors LLC reports 40 employees.
Where is Singer Wealth Advisors LLC located?
Singer Wealth Advisors LLC is based in Boca Raton, FL and has been SEC-registered since 2021.
Does Singer Wealth Advisors LLC disclose fund performance?
Singer Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1515 S. Federal Highway, Suite 302, Boca Raton, FL 33432 |
| Phone | 561-998-9985 |
| Fax | 561-409-3268 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$782.4M▲ 37%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$782.4Mregulatory AUM
Discretionary $782.4M