{ "crd_number": 307781, "slug": "cyndeo-wealth-partners-st-petersburg-fl-307781", "primary_business_name": "CYNDEO WEALTH PARTNERS", "legal_name": "CYNDEO WEALTH PARTNERS, LLC", "dbas": [ "CW BOSS" ], "city": "St. Petersburg", "state": "FL", "country": "United States", "cbsa_code": "45300", "metro": { "cbsa_code": "45300", "common_name": "Tampa", "msa_name": "Tampa-St. Petersburg-Clearwater, FL", "path": "/advisors/fl/tampa" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2020-06-03", "years_registered": 6, "period": "2026-10-01", "filing_date": "2026-08-13", "carried_forward": false, "raum_total": 3151489364.0, "raum_discretionary": 3151489364.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 28, "advisory_employees": 27, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 48276870.0, "count": 2, "fewer_than_5": true }, "individuals": { "raum": 218455898.0, "count": 644 }, "high_net_worth_individuals": { "raum": 2880530763.0, "count": 575 }, "corporations_other_businesses": { "raum": 4225833.0, "count": 4, "fewer_than_5": true } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "other", "portfolio_management_individuals", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AL", "AZ", "CA", "CO", "CT", "DE", "FL", "GA", "IL", "IN", "LA", "MA", "MI", "MO", "NC", "NE", "NH", "NJ", "NV", "NY", "OH", "OR", "PA", "SC", "TN", "TX", "VA", "WA", "WI" ], "websites": [ "https://cyndeowp.com", "https://facebook.com/cyndeowp", "https://instagram.com/cyndeowp", "https://linkedin.com/company/cyndeo-wealth-partners", "https://twitter.com/cyndeowp" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307781", "city_as_filed": "ST. PETERSBURG", "url": "https://advisorcensus.com/firm/cyndeo-wealth-partners-st-petersburg-fl-307781", "display_name": "Cyndeo Wealth Partners", "summary": "Cyndeo Wealth Partners is an SEC-registered investment advisory firm in St. Petersburg, FL, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 13, 2026.", "citation": "AdvisorCensus. Cyndeo Wealth Partners (CRD 307781): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Selection of other advisers (including private fund managers)", "Other" ], "quick_answers": [ { "q": "How is Cyndeo Wealth Partners compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Cyndeo Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)." }, { "q": "How much does Cyndeo Wealth Partners charge?", "a": "Its Form ADV Part 2A brochure dated June 12, 2026 states: Asset-based fee: 0.3% to 2% a year (a range, as the brochure states it); Hourly rate: $350 to $500 an hour (financial planning services); Flat fee: $5,000 to $250,000 (financial consulting services); Subscription: $2,000 to $20,000 a month (ongoing consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Cyndeo Wealth Partners located?", "a": "Cyndeo Wealth Partners' principal office is in St. Petersburg, FL, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Cyndeo Wealth Partners registered with the SEC or a state?", "a": "Cyndeo Wealth Partners is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307781." }, { "q": "How much does Cyndeo Wealth Partners manage?", "a": "Cyndeo Wealth Partners reports $3,151,489,364 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary)." }, { "q": "How have Cyndeo Wealth Partners' assets and staff changed since 2021?", "a": "In the Form ADV data for Cyndeo Wealth Partners: Regulatory assets under management: $1,137,000,610 in the October 2021 data and $3,151,489,364 in the October 2026 data, up 177%. Total employees: 13 in October 2021 and 28 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Cyndeo Wealth Partners serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (644); high net worth individuals (575); corporations or other businesses not listed above (4)." }, { "q": "Which custodians does Cyndeo Wealth Partners use?", "a": "Cyndeo Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Cyndeo Wealth Partners report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307781" }, { "q": "Does Cyndeo Wealth Partners state an account minimum?", "a": "Its Form ADV Part 2A brochure dated June 12, 2026 says: \"In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.\"" }, { "q": "What changed in Cyndeo Wealth Partners' recent Form ADV filings?", "a": "In the September 2026 filing data: Registered or notice-filed in PA, WI." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1137000610.0, "total_employees": 13, "filing_date": "2021-08-20" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1385506598.0, "total_employees": 16, "filing_date": "2022-08-08" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1459563455.0, "total_employees": 18, "filing_date": "2023-07-11" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1996710237.0, "total_employees": 20, "filing_date": "2024-08-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2580844138.0, "total_employees": 26, "filing_date": "2025-07-10" }, { "period": "2026-10-01", "regulatory_assets_under_management": 3151489364.0, "total_employees": 28, "filing_date": "2026-08-13" } ], "recent_changes": [ { "period": "2026-09-01", "period_label": "September 2026", "notes": [ "Registered or notice-filed in PA, WI." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $2,580,844,138 to $3,151,489,364 (+22%).", "Employees performing advisory functions went from 15 to 27.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated June 12, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": "0.3% to 2% a year", "stated_maximum": null, "account_minimum": "$1,000,000", "account_minimum_may_be_waived": true, "minimum_annual_fee": null, "planning_fees": [ "Hourly rate: $350 to $500 an hour (financial planning services)", "Flat fee: $5,000 to $250,000 (financial consulting services)", "Subscription: $2,000 to $20,000 a month (ongoing consulting)" ], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 0.3% to 2% a year (a range, as the brochure states it)" ], "quotes": [ "Our annual fee for portfolio management services varies between 0.30% to 2.00% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client." ] }, { "label": "Account minimum", "statements": [ "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)" ], "quotes": [ "In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size." ] }, { "label": "Planning fee", "statements": [ "Hourly rate: $350 to $500 an hour (financial planning services)" ], "quotes": [ "Our hourly fee ranges from $350 to $500 per hour and our fixed fee ranges from $2,500 - $25,000. The fees are negotiable depending upon the complexity and scope of the plan" ] }, { "label": "Planning fee", "statements": [ "Flat fee: $5,000 to $250,000 (financial consulting services)" ], "quotes": [ "We charge a fixed fee for financial consulting services. Fixed fees are negotiable and range from $5,000 to $250,000, depending on the scope and complexity of services rendered." ] }, { "label": "Planning fee", "statements": [ "Subscription: $2,000 to $20,000 a month (ongoing consulting)" ], "quotes": [ "The fees for these types of specialized services could range from $10,000 - $25,000 for the initial plan and ongoing consulting could range from $2,000 - $20,000 monthly depending upon the scope" ] } ], "values": { "tiers": [], "range_pct": [ 0.3, 2.0 ], "max_pct": null, "account_minimum": 1000000.0, "minimum_annual_fee": null, "planning": [ { "kind": "hourly", "amount": null, "min": 350.0, "max": 500.0, "period": "hour", "service": "financial planning services" }, { "kind": "flat", "amount": null, "min": 5000.0, "max": 250000.0, "period": "one_time", "service": "financial consulting services" }, { "kind": "subscription", "amount": null, "min": 2000.0, "max": 20000.0, "period": "monthly", "service": "ongoing consulting" } ] }, "quotes": [ "Our annual fee for portfolio management services varies between 0.30% to 2.00% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client.", "In general, we require a minimum of $1,000,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.", "Our hourly fee ranges from $350 to $500 per hour and our fixed fee ranges from $2,500 - $25,000. The fees are negotiable depending upon the complexity and scope of the plan", "We charge a fixed fee for financial consulting services. Fixed fees are negotiable and range from $5,000 to $250,000, depending on the scope and complexity of services rendered.", "The fees for these types of specialized services could range from $10,000 - $25,000 for the initial plan and ongoing consulting could range from $2,000 - $20,000 monthly depending upon the scope" ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Fidelity Brokerage Services LLC", "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/cyndeo-wealth-partners-st-petersburg-fl-307781.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 644, "fewer_than_5": false, "raum": 218455898.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 575, "fewer_than_5": false, "raum": 2880530763.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 2, "fewer_than_5": true, "raum": 48276870.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 4, "fewer_than_5": true, "raum": 4225833.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307781", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }