CYNDEO WEALTH PARTNERS

200 Central Avenue, 23rd Floor
St. Petersburg, Florida 33701
Tel: (727) 472-3700

About CYNDEO WEALTH PARTNERS

CYNDEO WEALTH PARTNERS, formally registered with the SEC as CYNDEO WEALTH PARTNERS. The firm was established in 06/03/2020. They have over 5 offices throughout the country.

CYNDEO WEALTH PARTNERS is a St. Petersburg, Florida based Financial Planning firm with nearly $1,996,710,237 assets under management, offering retirement planning & investment advisory services to 3924 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307781
SEC#	801-118839
Assets Managed by Firm	$1,996,710,237
No. of Clients	3924
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (ADVISORY CONSULTING/FAMILY OFFICE AND WEALTH PLANNING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	3924	$1,996,710,237
Individuals (other than high net worth individuals)	496	$235,875,562
High net worth individuals	358	$1,726,644,345
Charitable organizations	2	$33,389,108
Corporations or other businesses	3	$801,222

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