Overview
Assets Under Management: $1.2 billion
Headquarters: CHESTERFIELD, MO
High-Net-Worth Clients: 300
Average Client Assets: $2 million
Frequently Asked Questions
SYNTEGRA PRIVATE WEALTH GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323180), SYNTEGRA PRIVATE WEALTH GROUP LLC is subject to fiduciary duty under federal law.
SYNTEGRA PRIVATE WEALTH GROUP LLC is headquartered in CHESTERFIELD, MO.
SYNTEGRA PRIVATE WEALTH GROUP LLC serves 300 high-net-worth clients according to their SEC filing dated December 22, 2025. View client details ↓
According to their SEC Form ADV, SYNTEGRA PRIVATE WEALTH GROUP LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SYNTEGRA PRIVATE WEALTH GROUP LLC manages $1.2 billion in client assets according to their SEC filing dated December 22, 2025.
According to their SEC Form ADV, SYNTEGRA PRIVATE WEALTH GROUP LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 300
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.96
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,266
Discretionary Accounts: 4,266
Regulatory Filings
CRD Number: 323180
Filing ID: 2035339
Last Filing Date: 2025-12-22 10:55:59
Website: 3