BOCA RATON, FLCRD 317218Latest ADV February 11, 2026
Singer Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated February 11, 2026, reports $782M in regulatory assets under management, 40 employees, 5 offices, and 2,094 accounts.
Assets Under Management
$782M
Employees
40
Offices
5 offices
Total Clients
909
Primary office
BOCA RATON, FL
1515 S. FEDERAL HIGHWAY, SUITE 302, BOCA RATON, FL, United States
Top client segmentIndividuals represent 66.8% of total clients.
Top client categories% of clientsClients
1
Individuals
66.8%
607
2
HNWI
32.6%
296
3
Corporations
0.7%
6
Categories with <5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$782Mas of February 11, 2026
Discretionary100.0%
$782M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$782M
Total Accounts2,094
10Y AUM Change+$516M (+194.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees40
Clients per Employee23:1
10Y Employee Change+31 (+344.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.