Skip to main content

CYNDEO WEALTH PARTNERS, LLC

Doing business as CYNDEO WEALTH PARTNERS. SEC Form ADV profile.

Total regulatory AUM
$3,151,489,364
Discretionary
$3,151,489,364
Non-discretionary
$0

Firm details

CRD number
307781
SEC file number
801-118839
Main office
ST. PETERSBURG, FL, United States
Employees
28
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.