← Back to searchVisit website
SYNCHRONOUS WEALTH ADVISORS LLC
CRD 317161 · SEC 801-134833
CA, United States
Phone
(805) 697-5430
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$286.1M
Discretionary AUM
$286.1M
Team
3 total employees; 3 advisory reps; 10 broker-dealer reps
Clients
11-25
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 61 | $286.1M |
States served
CA, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD