CYNDEO WEALTH PARTNERS

CYNDEO WEALTH PARTNERS, LLC

CRD 307781 · SEC 801-118839

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300 1ST AVENUE SOUTH, 3RD FLOOR, ST. PETERSBURG, FL, 33701, United States

Phone

(727) 472-3700

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.15B

Discretionary AUM

$3.15B

Team

28 total employees; 27 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-12

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersADVISORY CONSULTING/FAMILY OFFICE AND WEALTH PLANNING SERVICES

Client types

Type	Clients	AUM
Individuals	644	$218.5M
High net worth individuals	575	$2.88B
Charitable organizations	2	$48.3M
Corporations/business entities	4	$4.2M

States served

AL, AZ, CA, CO, DE, GA, IL, IN, LA, MA, MI, NE, NV, NJ, NY, NC, OH, OR, SC, TN, VA, MO, WA, TX, NH, CT, FL

All web addresses on file

https://cyndeowp.com/
https://www.linkedin.com/company/cyndeo-wealth-partners
https://twitter.com/cyndeowp
https://www.instagram.com/cyndeowp/
https://www.facebook.com/cyndeowp

Official SEC filing: View on IAPD