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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-19-2021
- Office Locations
- 6
Office Locations
About Singer Wealth Advisors LLC
Singer Wealth Advisors is a Boca Raton, FL RIA focused on retirement-oriented financial planning and portfolio strategy. The team uses a structured “Dream, Strategize, Live” process with a Tolerisk® risk assessment to align risk and identify balance-sheet gaps. Portfolios use ETFs, mutual funds, fixed income and select alternatives; Schwab is a primary custodian. Founder Keith Singer hosts radio segments on WIOD and WJNO.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Steven Eric Trachtenberg
Investment Advisor Representative
- CRD
- #6995521
- Ownership
- 10% but less than 25%
CAITLIN MARIE COMSTOCK
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Mohammad Abood
Investment Advisor Representative
- CRD
- #8148780
Michala Katica Almstead
Investment Advisor Representative
- CRD
- #7259132
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $910,570,734 | $373,645 |
| Non-Discretionary | $0 | -- |
| Total | $910,570,734 | $373,645 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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