Cyndeo Wealth Partners, LLC
● SEC registered since 2020CRD 307781SEC# 801-118839St. Petersburg, FL
Reg. AUM
$3.15B
Employees
28
Accounts
5,330
Location
St. Petersburg, FL
Cyndeo Wealth Partners, LLC assets under management
Cyndeo Wealth Partners, LLC is an investment advisory firm registered with the SEC based in St. Petersburg, FL. The firm has been registered since 2020. It reports $3.2 billion in regulatory assets under management and employs 28 people.
Cyndeo Wealth Partners, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cyndeo Holdings, LLC Control | Member | 25-50% | 2020 |
| Cyndeo Incentive Holdings, LLC Control | Member | 5-10% | 2026 |
| David Lackore Control | Director | Under 5% | 2020 |
| Dynasty Financial Partners, LLC | Member | 5-10% | 2022 |
| Rgp-Cyndeo, LLC Control | Member | 25-50% | 2026 |
| Solomon Matthews Kilgroe Control | Chief Compliance Officer/President/Ceo | Under 5% | 2020 |
| Cb Rise Aggregator Control | Owner | Over 75% | 2026 |
| Charles Bank Equity Fund X, LP Control | Owner | 50-75% | 2026 |
| Rise Growth Partners, LLC Control | Owner | Over 75% | 2026 |
| Solomon Matthews Kilgroe Control | Ceo | 25-50% | 2020 |
Frequently asked questions
How much does Cyndeo Wealth Partners, LLC manage?
Cyndeo Wealth Partners, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.
How many employees does Cyndeo Wealth Partners, LLC have?
Cyndeo Wealth Partners, LLC reports 28 employees.
Where is Cyndeo Wealth Partners, LLC located?
Cyndeo Wealth Partners, LLC is based in St. Petersburg, FL and has been SEC-registered since 2020.
Does Cyndeo Wealth Partners, LLC disclose fund performance?
Cyndeo Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 1st Avenue South, 3rd Floor, St. Petersburg, FL 33701 |
| Phone | (727) 472-3700 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1950947 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.15B▲ 22%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,389 advisers
EmployeesTop 19%
More than 81% of 16,799 advisers
Assets under management
$3.15Bregulatory AUM
Discretionary $3.15B