Syrios Wealth Management Group, Inc.
● SEC registered since 2024CRD 332139SEC# 801-130855La Jolla, CA
Reg. AUM
$424.6M
Employees
3
Accounts
582
Location
La Jolla, CA
Syrios Wealth Management Group, Inc. assets under management
Syrios Wealth Management Group, Inc. is a registered investment adviser overseen by the SEC based in La Jolla, CA. The firm has been registered since 2024. It reports $424.6 million in regulatory assets under management and employs 3 people.
Syrios Wealth Management Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Andrew Syrios Control | Managing Director | Over 75% | 2024 |
| Kimberly Ann Roberts Control | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Syrios Wealth Management Group, Inc. manage?
Syrios Wealth Management Group, Inc. reports $424.6 million in regulatory assets under management on its Form ADV.
How many employees does Syrios Wealth Management Group, Inc. have?
Syrios Wealth Management Group, Inc. reports 3 employees.
Where is Syrios Wealth Management Group, Inc. located?
Syrios Wealth Management Group, Inc. is based in La Jolla, CA and has been SEC-registered since 2024.
Does Syrios Wealth Management Group, Inc. disclose fund performance?
Syrios Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Wall Street Building, 7855 Ivanhoe Avenue, Suite 420, La Jolla, CA 92037 |
| Phone | 858-333-6151 |
| Fax | 858-333-4022 |
| Office hours | 6:30 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$424.6M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$424.6Mregulatory AUM
Discretionary $310.3MNon-discretionary $114.3M