{"url":"https://nivawealth.com/firms/singer-wealth-advisors-317218","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/317218","regulatoryAum":910570734,"crd":"317218","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8148780","suffix":null,"lastName":"Abood","firstName":"Mohammad","middleName":null},{"crd":"7259132","suffix":null,"lastName":"Almstead","firstName":"Michala","middleName":"Katica"},{"crd":"7389873","suffix":null,"lastName":"Butler","firstName":"Jacob","middleName":"Edward"},{"crd":"7556006","suffix":null,"lastName":"Deriziotis","firstName":"Stavros","middleName":null},{"crd":"7359506","suffix":null,"lastName":"Desai","firstName":"Bianca","middleName":"Viren"},{"crd":"5022638","suffix":null,"lastName":"FRIEDLAND","firstName":"DAVID","middleName":"ROCCI"},{"crd":"4236825","suffix":null,"lastName":"Gillotte","firstName":"Veronica","middleName":"M"},{"crd":"6707329","suffix":null,"lastName":"HERRERA","firstName":"ERICKA","middleName":"VANESSA"},{"crd":"7678531","suffix":null,"lastName":"Ho-On","firstName":"Johnathon","middleName":"S"},{"crd":"6477756","suffix":null,"lastName":"JUDAS","firstName":"BRANDON","middleName":"SCOTT"},{"crd":"7266678","suffix":null,"lastName":"Kalil","firstName":"Nathaniel","middleName":null},{"crd":"7605085","suffix":null,"lastName":"Landry","firstName":"Charles","middleName":null},{"crd":"6971971","suffix":null,"lastName":"Maggard","firstName":"Brett","middleName":"Michael"},{"crd":"6682174","suffix":null,"lastName":"Maples","firstName":"Thomas","middleName":"Lee"},{"crd":"7262361","suffix":null,"lastName":"McLeod","firstName":"Evan","middleName":"G"},{"crd":"8092318","suffix":null,"lastName":"MURRAY","firstName":"THOMAS","middleName":"JAMES"},{"crd":"6238694","suffix":null,"lastName":"ROSNER","firstName":"ROY","middleName":"DANIEL"},{"crd":"2793302","suffix":null,"lastName":"SINGER","firstName":"KEITH","middleName":"ERIC"},{"crd":"6857179","suffix":null,"lastName":"SMITH","firstName":"JANYL","middleName":"B"},{"crd":"8333053","suffix":null,"lastName":"Southcomb","firstName":"Karlie","middleName":null},{"crd":"3159180","suffix":null,"lastName":"Stein","firstName":"Kurt","middleName":null},{"crd":"7209759","suffix":null,"lastName":"Sutherland","firstName":"David","middleName":"L"},{"crd":"6995521","suffix":null,"lastName":"Trachtenberg","firstName":"Steven","middleName":"Eric"},{"crd":"8043667","suffix":null,"lastName":"Venditti","firstName":"Tyler","middleName":"Cole"}],"total":24,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-07-27","regulatoryAum":298380789,"clients":525,"employees":9,"offices":3},{"filedOn":"2023-07-13","regulatoryAum":341651154,"clients":583,"employees":15,"offices":4},{"filedOn":"2024-07-11","regulatoryAum":502895405,"clients":730,"employees":14,"offices":6},{"filedOn":"2025-07-18","regulatoryAum":668704485,"clients":843,"employees":22,"offices":6},{"filedOn":"2026-07-15","regulatoryAum":910570734,"clients":953,"employees":43,"offices":6}],"secFileNumber":"801-122736","legalName":"Singer Wealth Advisors LLC","displayName":"Singer Wealth Advisors","slug":"singer-wealth-advisors-317218","website":"https://singerwealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/317218/85db42641413ebd7-r1.webp","tone":"dark","width":848,"height":200,"sourceUrl":"https://singerwealth.com/","sourceLabel":"Singer Wealth Advisors LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2014","organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1515 S. 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Pine Island RD","city":"Plantation"},{"street":"2210 Ashley Oaks Circle","city":"Wesley Chapel"},{"street":"20900 Ne 30th Avenue","city":"Aventura"},{"street":"1211 Tech BLVD.","city":"Tampa"}]}],"brochureServices":["education planning","insurance","tax planning","tax preparation"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"561-998-9985","stateRegisteredReps":21,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["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"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":10},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":30},{"label":"Cash and cash equivalents","percent":6},{"label":"Other","percent":50,"detail":"Structured Notes and Alternatives"}],"privateFunds":0},"sources":{"adv1FilingDate":"15 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/317218/PDF/317218.pdf","brochureDate":"15 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051884","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Singer Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Singer Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Singer Wealth Advisors charge?","answer":"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.","source":"FORM ADV PART 2A, filed 15 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Singer Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Singer Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Singer Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Singer Wealth Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Singer Wealth Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Singer Wealth Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 15 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}