Syntegra Private Wealth Group LLC

RIASEC RegisteredEst. 2022
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$656K
Accounts
2,125
Employees
20
Advisory reps
12

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

FINTRX

Overview

Syntegra Private Wealth Group LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm acts as a capital allocator for both individual/family and institutional clients, offering fee arrangements that include a percentage of assets under management and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm identifies as an active ESG investor and lists an accounting firm among its industry affiliations. Syntegra was named to Forbes’ Top RIA Firms list in 2024, an external recognition cited in its profile. Its owner structure is a mix of a domestic entity and an individual, and it operates as a single-state adviser per current reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 85%, Exchange Traded Equities 8%, Cash & Cash Equivalents 2%, Other 2%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%85%
  • Public Funds/Mutual Funds85%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents2%
  • Other2%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Thomas Burke

    Thomas Burke

    Chief Executive OfficerCRD 2274702

Contacts

3 of 11
  • Jeffrey Fiehler

    Jeffrey Fiehler

    President, Private Wealth AdvisorCRD 5079523

  • Nathan Burke

    Nathan Burke

    Private Wealth AdvisorCRD 6803999

  • Brent Roever

    Brent Roever

    Private Wealth AdvisorCRD 7205243

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 150

Active vs passive

$1.9B in ETFs

Passive

73%

$1.4B

Active

26%

$505M

ETFProviderStyleCategoryValueShares% of portfolio
FIDELITY ENHANCED INTERNATIONAL ETF (FENI)FidelityActiveForeign Large Blend$164M4,088,0858.68%
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Location

Primary office

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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