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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1bsuccession filed

SINGER WEALTH ADVISORS INC.

CRD 170470

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:46e34762-b503-c730-8285-7aa35ede7a8b

Data as of Sep 30, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 4
On other graphs: 0
Observed: Apr 28, 2020 to Sep 30, 2021
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $207MItem 5.F on the latest filing (2021-09-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $207M
Private client RAUM: $188MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 9
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 965
Individual clients: 288
High net worth clients: 125
Custody, client assets: $13.3M
SEC number: 801-118818
CRD: 170470
Filings on the tape: 16
First filed: Apr 28, 2020
Latest filed: Sep 30, 2021
Succeeded: a predecessor named on Item 4
Organised: Corporation, Florida

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SINGER, KEITH, ERIC	CHIEF EXECUTIVE OFFICER	E	yes	01/2014	Apr 28, 2020	Sep 30, 2021
Burwasser, Avis, Gail	CHIEF COMPLIANCE OFFICER	Na	no	05/2020	Jul 31, 2020	Sep 30, 2021

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
KEITH SINGER P.A.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Aventura	FL	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 11, 2021	$207M	$207M	9	6	1	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$207M	n/a	n/a	n/a	n/a	9	n/a	1	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SINGER WEALTH ADVISORS LLC	5	Mar 1, 2022	Dec 22, 2025	BOCA RATON, FL	Firm absorbed	RIA to RIA	83.3%

Relationships

Controls (1)

← SINGER, KEITH, ERICOwnerCHIEF EXECUTIVE OFFICER, ownership code E, individual
Apr 28, 2020 to presentfactForm ADV

Owns (1)

← Burwasser, Avis, GailOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 31, 2020 to presentfactForm ADV

Moved with (1)

→ SINGER WEALTH ADVISORS LLCRegistered adviser5 advisors, firm absorbed, same day
Mar 1, 2022 to Dec 22, 2025factForm ADV

Registered with (10)

← KEITH ERIC SINGERAdvisorregistration: previous registration
Jun 4, 2014 to Mar 1, 2022factForm ADV
← ANDREW J CONSTANTINIDESAdvisorregistration: previous registration
Jan 10, 2020 to Mar 1, 2022factForm ADV
← ROY DANIEL ROSNERAdvisorregistration: previous registration
Sep 13, 2018 to Mar 1, 2022factForm ADV
← BRANDON SCOTT JUDASAdvisorregistration: previous registration
Oct 6, 2020 to Mar 1, 2022factForm ADV
← JANYL B SMITHAdvisorregistration: previous registration
Feb 4, 2019 to Mar 1, 2022factForm ADV
← Steven Eric TrachtenbergAdvisorregistration: previous registration
Dec 20, 2019 to Mar 1, 2022factForm ADV
← Harris Morgan DzwonkowskiAdvisorregistration: previous registration
Jun 2, 2021 to Jul 27, 2021factForm ADV
← DARREN GREGORY JURICKAdvisorregistration: previous registration
Sep 15, 2017 to Mar 20, 2020factForm ADV
← CRAIG HERBERTAdvisorregistration: previous registration
Aug 7, 2019 to Oct 18, 2019factForm ADV
← Scott David CarlAdvisorregistration: previous registration
Aug 3, 2017 to Mar 27, 2018factForm ADV

Dated events

Occurred
Mar 1, 2022
Firm absorbed
Singer Wealth Advisors Inc.'s advisors moved to Singer Wealth Advisors LLC (Boca Raton, FL): 5 of 6 registered, on the same day
Form ADVobserved 6 days ago
5 advisors
Occurred
Mar 1, 2022
Advisor changed firm
Keith Eric Singer left Singer Wealth Advisors Inc. for Investacorp Advisory Services Inc (registered 2016-07-15)
Form ADVobserved 6 days ago
Occurred
Sep 30, 2021
Succession filed (Item 4)
Singer Wealth Advisors Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Apr 28, 2020
First Form ADV filing
Singer Wealth Advisors Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:46e34762-b503-c730-8285-7aa35ede7a8b
First observed: Apr 28, 2020
Last observed: Sep 30, 2021 60 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SINGER WEALTH ADVISORS INC.

CRD 170470

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:46e34762-b503-c730-8285-7aa35ede7a8b

Data as of Sep 30, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:07 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SINGER, KEITH, ERIC

CHIEF EXECUTIVE OFFICER

yes

01/2014

Apr 28, 2020

Sep 30, 2021

Burwasser, Avis, Gail

CHIEF COMPLIANCE OFFICER

05/2020

Jul 31, 2020

Sep 30, 2021

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KEITH SINGER P.A.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Aventura

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 11, 2021

$207M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$207M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SINGER WEALTH ADVISORS LLC

Mar 1, 2022

Dec 22, 2025

BOCA RATON, FL

Firm absorbed

RIA to RIA

83.3%