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SYRIOS WEALTH MANAGEMENT GROUP
SYRIOS WEALTH MANAGEMENT GROUP, INC.
CRD 332139 · SEC 801-130855
WALL STREET BUILDING, 7855 IVANHOE AVENUE, SUITE 420, LA JOLLA, CA, 92037, United States
Phone
858-333-6151
Fax
858-333-4022
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$424.6M
Discretionary AUM
$310.3M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 79 | $33.7M |
| High net worth individuals | 58 | $274.2M |
| Corporations/business entities | 8 | $108.1M |
States served
AZ, CA, NV, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD