Syntegra Private Wealth Group LLC
Firm details
- Headquarters
- Chesterfield, Missouri
- CRD number
- 323180
- Registered since
- September 30, 2022
- Website
- www.syntegrapwg.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.99%
- Individuals36.83%
- Charitable Organizations0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Syntegra Private Wealth Group LLC is an independent registered investment adviser that acts as both a manager and a capital allocator for individuals, families and some institutional clients. The firm offers fee models based on a percentage of assets under management and fixed fees, and its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Syntegra describes itself as an active ESG investor and allocates to third‑party managers for certain strategies. The firm also received recognition from Forbes in 2024 as a Top RIA Firm.
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
- Public Funds/Mutual Funds85%
- Exchange Traded Equities8%
- Cash & Cash Equivalents2%
- Other2%
- US Government Bonds1%
Owners & executives
1 of 1
Thomas Burke
Chief Executive OfficerCRD 2274702
Contacts
3 of 11
Jeffrey Fiehler
President, Private Wealth AdvisorCRD 5079523
Nathan Burke
Private Wealth AdvisorCRD 6803999
Brent Roever
Private Wealth AdvisorCRD 7205243
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 150Active vs passive
$1.9B in ETFs
73%
$1.4B
26%
$505M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY ENHANCED INTERNATIONAL ETF (FENI) | Fidelity | Active | Foreign Large Blend | $164M | 4,088,085 | 8.68% |
Location
Chesterfield, MO
Saint Louis
Location
Chesterfield, MO
Headquartered in Chesterfield, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 14567 North Outer 40 Rd
- Time zone
- CT (UTC-6)
- Office locations
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