Singer Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, educational seminars, education planning, insurance, tax planning, and tax preparation. Financial planning was provided to 251–500 clients last fiscal year.
Singer Wealth Advisors reports 953 clients. They include 629 individual clients, 319 high-net-worth individuals, and 5 corporations and other businesses. Of its assets, 100.0% ($911M across 2,247 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 34% |
| High-net-worth individuals | 33% | 63% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Other investment advisers | Fewer than 5 | <1% |
| Corporations and other businesses | <1% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 629 | $312M | 34.3% | $496K |
| High-net-worth individuals | 319 | $570M | 62.6% | $1.79M |
| Pension and profit-sharing plans | Fewer than 5 | $1.79M | 0.2% | — |
| Other investment advisers | Fewer than 5 | $6.64M | 0.7% | — |
| Corporations and other businesses | 5 | $20.1M | 2.2% | $4.03M |
| Total | 953 | $911M | 100% | — |
- Clients
- 629
- Regulatory AUM
- $312M
- AUM share
- 34.3%
- Avg. per client
- $496K
- Clients
- 319
- Regulatory AUM
- $570M
- AUM share
- 62.6%
- Avg. per client
- $1.79M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.79M
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $6.64M
- AUM share
- 0.7%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $20.1M
- AUM share
- 2.2%
- Avg. per client
- $4.03M
Total
- Clients
- 953
- Regulatory AUM
- $911M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Singer Wealth Advisors charges 1.50%–2.00% a year for its Asset-Based Fees for Portfolio Management. The fee is billed in arrears and is negotiable.
Fee details and sources
Singer Weatlh Holdings LLC owns 75% or more of Singer Wealth Advisors. The leadership team of Singer Wealth Advisors includes Chief Compliance Officer Caitlin Comstock. It has 43 employees, 18 of them in advisory roles.
Leadership
- Caitlin ComstockChief Compliance Officer
- Keith SingerManaging Director
- Steven TrachtenbergInvestment Advisor Representative, Member
Investment adviser representatives
24 representatives listed in the SEC register as of 9 October 2026.
- Ericka Vanessa Herrera
Staff
- 43 employees
- 18 in advisory functions
- 21 state-registered reps
- 12 insurance agents
- Owns 75% or more of Singer Wealth Advisors LLC
Singer Weatlh Holdings LLC
Control person · since May 2026
- Owns 10% to 25% of Singer Wealth Advisors LLC
Steven Trachtenberg
since April 2021
Singer Wealth Advisors’ regulatory assets grew 3.1× from $298M (July 2022) to $911M (July 2026); clients rose from 525 to 953 and employees from 9 to 43.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $911M | 953 | 43 | 6 |
| July 2025 | $669M | 843 | 22 | 6 |
| July 2024 | $503M | 730 | 14 | 6 |
| July 2023 | $342M | 583 | 15 | 4 |
| July 2022 | $298M | 525 | 9 | 3 |
Besides its headquarters, Singer Wealth Advisors has 5 offices, with 6 listed addresses in Florida.
Florida · 6 listed addresses
- 1515 S. Federal Highway, Suite 302, Boca RatonHQ
- 500 S Australian Avenue, West Palm Beach
- 300 S. Pine Island RD, Plantation
- 2210 Ashley Oaks Circle, Wesley Chapel
- 20900 Ne 30th Avenue, Aventura
- 1211 Tech BLVD., Tampa
Contact and registration details
- Legal name
- Singer Wealth Advisors LLC
- Headquarters
- 1515 S. Federal Highway, Suite 302, Boca Raton, FL 33432
- Website
- singerwealth.com
- Phone
- 561-998-9985
- SEC file
- 801-122736
- Founded
- 2014
- Structure
- Florida LLC
- Fiscal year end
- December
Singer Wealth Advisors uses Charles Schwab ($768M) as custodian for its separately managed accounts. Singer Wealth Advisors has custody of $9.21M in client assets for 17 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $768M100%
At year end, Singer Wealth Advisors’ separately managed accounts were largely in funds (30%) and stocks (10%).
What the accounts hold
- Stocks10%
- Funds30%
- Bonds2%
- Cash6%
- Other50%
- Structured notes and alternatives50%
Filed values cover 98%. The neutral 2% gap has no reported category.
How many clients does Singer Wealth Advisors have?
Singer Wealth Advisors has 953 clients and manages $911 million for them, as of July 2026. They include 629 individual clients, 319 high-net-worth individuals, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 July 2026
What services does Singer Wealth Advisors offer?
Singer Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, educational seminars, education planning, insurance, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Singer Wealth Advisors charge?
Singer Wealth Advisors charges 1.50%–2.00% a year for its Asset-Based Fees for Portfolio Management. The fee is billed in arrears and is negotiable.
Which custodians does Singer Wealth Advisors use?
Singer Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $768M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 July 2026
How many financial advisors does Singer Wealth Advisors have?
Singer Wealth Advisors has 21 investment adviser representatives registered with state securities authorities, out of 43 employees, and 18 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 12 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Singer Wealth Advisors invest in?
At the end of its last fiscal year, Singer Wealth Advisors’ separately managed accounts held 50% other, 30% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 6% cash and equivalents and 2% investment grade corporate bonds. The 50% other category is described as: Structured Notes and Alternatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Singer Wealth Advisors?
Singer Wealth Advisors’ direct owners are Steven Trachtenberg (10% to 25%) and Singer Weatlh Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 July 2026
How does Singer Wealth Advisors get paid?
Singer Wealth Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Singer Wealth Advisors?
Singer Wealth Advisors’ main office is at 1515 S. Federal Highway, Suite 302, Boca Raton, FL 33432. Its phone number is 561-998-9985. Its website is singerwealth.com.