Synchronous Wealth Advisors LLC
● SEC registered since 2025CRD 317161SEC# 801-134833
Reg. AUM
$286.1M
Employees
3
Accounts
132
Location
—
Synchronous Wealth Advisors LLC assets under management
Synchronous Wealth Advisors LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $286.1 million in regulatory assets under management and employs 3 people.
Synchronous Wealth Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Shane Michael Sideris Control | Principal, Chief Compliance Officer, Member | Over 75% | 2021 |
Frequently asked questions
How much does Synchronous Wealth Advisors LLC manage?
Synchronous Wealth Advisors LLC reports $286.1 million in regulatory assets under management on its Form ADV.
How many employees does Synchronous Wealth Advisors LLC have?
Synchronous Wealth Advisors LLC reports 3 employees.
Does Synchronous Wealth Advisors LLC disclose fund performance?
Synchronous Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (805) 697-5430 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$286.1M▲ 75%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$286.1Mregulatory AUM
Discretionary $286.1M