Syntropy Wealth Management LLC

Overview

Syntropy Wealth Management LLC is a small, independent registered investment advisor that focuses on fee-based portfolio management and financial planning for individuals and families, with some work for small businesses. The firm charges a percentage-of-assets fee and runs client relationships on a discretionary basis, allocating primarily to publicly traded equities while supplementing portfolios with mutual funds and annuities where appropriate. Syntropy is not positioned as an ESG-driven manager and operates under a single-owner structure that suggests a founder- or principal-led approach to client service and portfolio decisions. Investment activity tilts toward liquid, exchange-listed instruments for the bulk of client assets, with deliberate use of private placements and real estate to add diversification and alternative return streams. Given the firm’s scale and client base, allocations appear geared toward blending core equity exposure with income- or yield-oriented alternatives and insurance products when they fit client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices