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 registered investment adviser organized as an LLC and operating since 2020. The firm serves both individual and family clients as well as institutional participants, offering financial planning, portfolio management for individuals/small businesses and pooled investment vehicles, and manager-selection services. It also operates as an insurance broker and acts as a capital allocator, deploying client capital into third-party managers and its own private fund. Fee arrangements include a percentage of AUM as well as hourly and fixed-fee engagements. Cyndeo was recognized by Forbes on its RIA lists in 2023 and again in 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 1SOLOMON KILGROE
President and CEOCRD 2129979
Contacts
3 of 17Renat Mamashev
PromoterCRD 7743197
THOMAS KIDWELL
Vice PresidentCRD 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 276Active vs passive
$829M in ETFs
49%
$404M
49%
$425M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST EXCHANGE-TRADED FUND VII (FTGC) | First Trust | Active | Commodities Broad Basket | $32.5M | 1,132,749 | 3.92% |
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
- 200 Central Ave
- Time zone
- ET (UTC-5)
- Office locations
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