SINGER WEALTH ADVISORS LLC

1515 S. Federal Highway
Suite 302
Boca Raton, Florida 33432
Tel: 561-998-9985

About SINGER WEALTH ADVISORS LLC

SINGER WEALTH ADVISORS LLC, formally registered with the SEC as SINGER WEALTH ADVISORS LLC. The firm was established in 11/19/2021. They have over 6 offices throughout the country.

SINGER WEALTH ADVISORS LLC is a Boca Raton, Florida based Financial Planning firm with nearly $571,232,403 assets under management, offering retirement planning & investment advisory services to 1733 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317218
SEC#	801-122736
Assets Managed by Firm	$571,232,403
No. of Clients	1733
No. of Advisors	16

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1733	$571,232,403
Individuals (other than high net worth individuals)	532	$210,443,859
High net worth individuals	232	$335,994,446
Pension and profit sharing plans	10	$3,437,320
Other investment advisers	Fewer than 5 clients	$803,116
Corporations or other businesses	7	$20,553,662

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