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THE WEALTH SYNDICATE LLC
CRD 282889
8403 COLESVILLE ROAD, SUITE 1100, SILVER SPRING, MD, 20910, United States
Phone
202-486-6689
Fax
240-638-2701
Registration
— (—)
Source
State registered
Total AUM
$6.5M
Discretionary AUM
$4.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $4.8M |
| High net worth individuals | 1 | $1.7M |
All web addresses on file
Official SEC filing: View on IAPD