| Name | Title | Ownership | Since |
|---|---|---|---|
| Caitlin Marie Comstock | Chief Compliance Officer | Under 5% | 2023 |
| Keith Eric Singer Control | Managing Member | Over 75% | 2021 |
| Steven Eric Trachtenberg | Investment Advisor Representative, Member | 10-25% | 2021 |
Singer Wealth Advisors LLC reports $668.7 million in regulatory assets under management on its Form ADV.
Singer Wealth Advisors LLC reports 22 employees.
Singer Wealth Advisors LLC is based in Boca Raton, FL and has been SEC-registered since 2021.
Singer Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1515 S. Federal Highway, Suite 302, Boca Raton, FL 33432 |
| Phone | 561-998-9985 |
| Fax | 561-409-3268 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $668.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $668.7M |