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Singer Wealth Advisors

TL;DR

Singer Wealth Advisors is an SEC-registered adviser, registered in 2021 in Boca Raton, offering portfolio management to individuals, high-net-worth individuals, corporations and plans, with annual fees of 2.00% on the first $1 million.

Boca Raton, FL
Registered 2021
43 employees
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$911 million
Regulatory AUM
As of ADV filing 2026-07-15
2,247
Accounts / Clients
948 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
43
Team Size
employees, 18 advisory
5 yrs
Years Registered
First registered 2021
About Singer Wealth Advisors

Singer Wealth Advisors is an SEC-registered adviser, registered in 2021 in Boca Raton, offering portfolio management to individuals, high-net-worth individuals, corporations and plans, with annual fees of 2.00% on the first $1 million.

Office: 1515 South Federal Highway, Suite 302, Boca Raton, FL.

Best for: Households above $250K open to asset-based fees and insurance solutions through affiliated agents

Fee model and designations stated on the guide
Fees plus commissions
Form ADV data
CRD317218
RegistrationSEC-registered
First registration2021
Regulatory AUM$911 million
ADV filing date2026-07-15
Accounts2,247
Clients948 individual and high-net-worth clients
Employees43
Advisory employees18
Fee modelAsset-based fees; ADV 2A discloses 4 to 8 percent commissions on insurance products sold by affiliated agents
Minimum$250,000 account minimum for portfolio management, may be waived (ADV 2A)
Disclosure events (Item 11)0
DesignationsNone named on site or in ADV 2A

Source: SEC Investment Adviser Public Disclosure, CRD 317218, as of ADV filing 2026-07-15, pulled October 11, 2026.

Ranked on ProCloser
Advisers, reviews and AI visibility
Advisory representatives24 (SEC IAPD)
Average years in the industry7.7
Representatives with a disclosure5 of 24 (21%)
FINRA-registered representatives0 of 24
High-net-worth share of individual clients34% (ADV 5.D)
Regulatory AUM per advisory rep$51 million
Compensation methodsasset-based, fixed (no commissions or performance fees) (ADV 5.E)
Google Business Profile5 (78 reviews)

Sources: SEC IAPD individual records; Form ADV Part 1 filed 07/15/2026; Google Business Profile via DataForSEO checked 2026-10-11. Updated 2026-10-11.

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