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Singer Wealth Advisors
Singer Wealth Advisors opened in 2014 as a Florida-based registered investment adviser. Founder Keith Singer anchors the firm's public presence through a...
Singer Wealth Advisors
Singer Wealth Advisors opened in 2014 as a Florida-based registered investment adviser. Founder Keith Singer anchors the firm's public presence through a syndicated radio show, 'Prosper!', which airs across markets including Miami, Tampa, Dallas, Houston, and Baltimore. The firm's website positions retirement-income planning as the core engagement, using diagnostic tools such as a Tolerisk-powered risk-tolerance assessment alongside a 34-point retirement-readiness checklist. The firm's disclosed service set covers portfolio management and wealth management for individuals and corporations, delivered on a discretionary basis. Singer Wealth's geographic footprint is concentrated in the United States, with its sole office in Boca Raton and no additional locations listed. Its public materials emphasize a goals-based planning sequence rather than explicit sector or asset-class tilts, describing a process of designing a custom strategy around client-specific needs and then implementing it. No team headcount, AUM, or aggregate deployment figure is published. The firm's public profile is built around Keith Singer's media schedule and the offer of his book, 'The Life You Deserve', as a lead-generation incentive. No adjacent philanthropic vehicles, real-asset arms, or co-investment clubs are disclosed. Singer Wealth structures its client acquisition through mass-media radio broadcasts and seminar marketing — a distribution model more common among independent retail advisers than institutional family offices. The firm's architecture relies on a single named principal and a process-driven planning proposition, without published institutional separate accounts, fund structures, or multi-generational wealth-planning disclosures.
General information
Firm type
Bank / Wealth / Trust
Year founded
2014
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Boca Raton
Corporate office
Boca Raton, FL, United States
Principals
Keith Singer
Founder
Frequently asked questions
Who runs investment decisions at Singer Wealth Advisors?
The firm is built around founder Keith Singer, who is the sole named principal on its website and hosts the 'Prosper!' radio show. Singer Wealth does not disclose a separate CIO or investment committee, suggesting investment decisions and client strategy design flow through the founder's office.
How does Singer Wealth Advisors source clients?
Client acquisition relies heavily on mass-media outreach and seminars. Keith Singer hosts a syndicated radio program airing across Florida, Texas, Maryland, and other markets, and the firm promotes complimentary consultations paired with a copy of his book, 'The Life You Deserve'.
Is Singer Wealth Advisors structured as a single-family office?
No. Singer Wealth is a registered investment adviser serving individuals and corporations, not a single-family office managing a proprietary fortune. Its subtype in Altss classification is Bank / Wealth / Trust, reflecting its retail wealth-management posture.
Does Singer Wealth Advisors participate in fund commitments or direct deals?
The firm does not publicly disclose any participation in private fund commitments or direct co-investments. Its stated services are portfolio management and retirement planning delivered on a discretionary basis to individual and corporate clients.
What assets under management does Singer Wealth Advisors report?
Singer Wealth Advisors does not publish an AUM figure on its website, LinkedIn, or in its publicly available materials. Without a disclosed number or a verifiable external citation, Altss treats its AUM as undisclosed.
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