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SYNTEGRA PRIVATE WEALTH GROUP LLC

CRD 323180 · SEC 801-126688

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14567 N OUTER 40 RD, STE 225, CHESTERFIELD, MO, 63017, United States

Phone

314-802-7232

Fax

636-778-9340

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.39B

Discretionary AUM

$1.39B

Team

20 total employees; 13 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals1758$513.1M
High net worth individuals354$877.5M
Charitable organizations13$2.5M

States served

AZ, AR, CA, CO, GA, IL, IN, IA, KS, KY, LA, MI, NY, NC, OH, PA, TN, UT, VA, MO, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD