Cyndeo Wealth Partners
Firm details
- Headquarters
- St Petersburg, Florida
- CRD number
- 307781
- Registered since
- June 3, 2020
- Website
- cyndeowp.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.4%
- Individuals6.93%
- Charitable Organizations1.53%
- Corporations / Businesses0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Cyndeo Wealth Partners is an independent, SEC-registered registered investment adviser operating as a limited liability company. The firm acts as a capital allocator for both individual and institutional clients, providing financial planning, portfolio management for individuals/small businesses and pooled vehicles, and adviser selection services. It also operates as an insurance broker and charges a mix of percentage-of-AUM, hourly, and fixed fees. Cyndeo is not positioned as an active ESG investor. The firm earned placement on Forbes’ lists of top RIA firms in both 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents11%
- State & Local Bonds6%
- Non-Exchange Traded Equities3%
Owners & executives
1 of 1
Solomon Kilgroe
President and CEOCRD 2129979
Contacts
3 of 17
Renat Mamashev
PromoterCRD 7743197
Thomas Kidwell
Vice President, Wealth ManagerCRD 5118913
Ryan Kemp
Account Vice President and Financial AdvisorCRD 6561263
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 305Active vs passive
$924M in ETFs
51%
$472M
46%
$452M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST EXCHANGE-TRADED FUND VII (FTGC) | First Trust | Active | Commodities Broad Basket | $31.3M | 1,157,535 | 3.39% |
Location
St Petersburg, FL
Pinellas
Location
St Petersburg, FL
Headquartered in St Petersburg, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 300 1st Ave S
- Time zone
- ET (UTC-5)
- Office locations
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