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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Singer Wealth Advisors LLC
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| CRD # | 317218 |
| SEC # | 801-122736 |
| CIK # | |
| AUM | $668.7 M (2025-07-18) |
| Employees | 22 (73% Investors, 0% Brokers) |
| Phone | 561-998-9985 |
| Address | 1515 S Federal Highway Boca Raton, FL 33432 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 566 | 244.4 |
| (b) Individuals (high net worth individuals) | 266 | 399.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 2.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 20.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,897 | 668.7 |
| By Discretionary | ||
| Discretionary | 1,897 | 668.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,897 | 668.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 668.7 | |
| Total | 1,897 | 668.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beacon Financial Advisory LLC
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|
OH | 0.7 |
|
Capital Planning LLC
✚
|
WA | 0.7 |
|
Flynn Zito Capital Management LLC
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|
NY | 0.7 |
|
Stone House Investment Management LLC
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|
PA | 0.7 |
|
Creative Capital Management Investments LLC
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|
CA | 0.7 |
|
Highline Wealth Partners LLC
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|
CA | 0.7 |
|
Copper Harbor Investment Advisors LLC
✚
|
WI | 0.7 |
|
Duncan & Haley Ltd
✚
|
WA | 0.7 |
|
Financial Insights Inc
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|
WA | 0.7 |
|
Strategic Planning Group LLC
✚
|
UT | 0.7 |