SINGER WEALTH ADVISORS LLC

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UUID5f17eb6f-844c-56e1-ac49-4c984fbec674

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:55

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	317218	317218	—	1.0
sec_file_number	801-122736	801-122736	—	—

Profile

Websitehttp://www.singerwealth.com

HQ CityBOCA RATON

HQ StateFL

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)668,704,485.0
RAUM (discretionary)668,704,485.0
Actionable assets424,344,820.0
Accounts1,897.0

Institutional Clients

Government AUM0.0
Pension AUM2,725,525.0
Charitable AUM0.0
HNW AUM399,913,699.0

As of 2025-07-18 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
SINGER, KEITH, ERIC	MANAGING MEMBER	OFFICER	—	{"filing_id": "2017236", "owner_id": "2793302", "source": "adv_part1", "table": "Schedule_A_B"}
COMSTOCK, CAITLIN, MARIE	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2017236", "owner_id": "6530666", "source": "adv_part1", "table": "Schedule_A_B"}
Trachtenberg, Steven, Eric	INVESTMENT ADVISOR REPRESENTATIVE, MEMBER	EMPLOYEE	—	{"filing_id": "2017236", "owner_id": "6995521", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

SINGER, KEITH, ERIC

MANAGING MEMBER

OFFICER

—

{"filing_id": "2017236", "owner_id": "2793302", "source": "adv_part1", "table": "Schedule_A_B"}

COMSTOCK, CAITLIN, MARIE

CHIEF COMPLIANCE OFFICER

EMPLOYEE

—

{"filing_id": "2017236", "owner_id": "6530666", "source": "adv_part1", "table": "Schedule_A_B"}

Trachtenberg, Steven, Eric

INVESTMENT ADVISOR REPRESENTATIVE, MEMBER

EMPLOYEE

—

{"filing_id": "2017236", "owner_id": "6995521", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/23/2025 11:54:21 AM",
  "filing_id": "2017236",
  "reg_type": "IA"
}
```

SINGER WEALTH ADVISORS LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1