Cynosure Portfolio Advisors LLC
● SEC registered since 2025CRD 337747SEC# 801-134251Salt Lake City, UT
Reg. AUM
$5.8M
Employees
7
Accounts
48
Location
Salt Lake City, UT
Cynosure Portfolio Advisors LLC assets under management
Cynosure Portfolio Advisors LLC is a registered investment adviser overseen by the SEC based in Salt Lake City, UT. The firm has been registered since 2025. It reports $5.8 million in regulatory assets under management and employs 7 people.
Cynosure Portfolio Advisors LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cynosure Wealth Advisors, LLC Control | Owner | Over 75% | 2025 |
| Elyse Brittny Winter Control | Chief People Officer | Under 5% | 2025 |
| Emily Marva Teran Control | Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Cynosure Portfolio Advisors LLC manage?
Cynosure Portfolio Advisors LLC reports $5.8 million in regulatory assets under management on its Form ADV.
How many employees does Cynosure Portfolio Advisors LLC have?
Cynosure Portfolio Advisors LLC reports 7 employees.
Where is Cynosure Portfolio Advisors LLC located?
Cynosure Portfolio Advisors LLC is based in Salt Lake City, UT and has been SEC-registered since 2025.
Does Cynosure Portfolio Advisors LLC disclose fund performance?
Cynosure Portfolio Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 South Main Street, Suite 2350, Salt Lake City, UT 84111 |
| Phone | 801-521-3100 |
| Fax | 801-883-8086 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.8MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$5.8Mregulatory AUM
Discretionary $5.8M