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 established in 2020 that acts as a capital allocator for individuals, families and institutional clients. The firm combines financial planning, portfolio management for individuals and pooled vehicles, and the selection of outside advisers with insurance brokerage services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, and the firm explicitly supports both individual/family and institutional client relationships. Cyndeo is listed by Forbes among America’s Top RIA Firms (2023) and again among Top RIA Firms (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 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
- 300 1st Ave S
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Yale Capital Corp.
RIASt Petersburg, FL
ARS Wealth Advisors
RIASt Petersburg, FL
Newfound Research LLC
RIASt Petersburg, FL
Marlin Manager, LLC
RIASt Petersburg, FL
Lighthouse Financial
RIASt Petersburg, FL
Dynasty Wealth Management, LLC
RIASt Petersburg, FL