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SINGER WEALTH ADVISORS LLC

BOCA RATON, FL · CRD 317218 · IAPD ↗ · 561-998-9985

$910.6MRegulatory AUM
18Advisory reps
43Employees
0Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

71
August 2026 — SINGER WEALTH ADVISORS LLC grew from 15 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
March 2026 — SINGER WEALTH ADVISORS LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
August 2025 — SINGER WEALTH ADVISORS LLC grew from 11 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
March 2025 — SINGER WEALTH ADVISORS LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
August 2024 — SINGER WEALTH ADVISORS LLC crossed $500M in regulatory AUM ($424.6M -> $502.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
July 2024 — SINGER WEALTH ADVISORS LLC shrank from 12 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
May 2024 — SINGER WEALTH ADVISORS LLC notice-filed in MA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2024 — SINGER WEALTH ADVISORS LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
71
May 2024 — SINGER WEALTH ADVISORS LLC grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
February 2024 — SINGER WEALTH ADVISORS LLC shrank from 12 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
February 2024 — SINGER WEALTH ADVISORS LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.