{ "crd_number": 323180, "slug": "syntegra-private-wealth-group-llc-chesterfield-mo-323180", "primary_business_name": "SYNTEGRA PRIVATE WEALTH GROUP LLC", "legal_name": "SYNTEGRA PRIVATE WEALTH GROUP LLC", "dbas": [], "city": "Chesterfield", "state": "MO", "country": "United States", "cbsa_code": "41180", "metro": { "cbsa_code": "41180", "common_name": "St. Louis", "msa_name": "St. Louis, MO-IL", "path": "/advisors/mo/st-louis" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2022-09-30", "years_registered": 4, "period": "2026-10-01", "filing_date": "2026-08-26", "carried_forward": false, "raum_total": 1393107412.0, "raum_discretionary": 1393107412.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 20, "advisory_employees": 13, "client_count_bucket": null, "clients_by_type": { "charitable": { "raum": 2471971.0, "count": 13 }, "individuals": { "raum": 513113567.0, "count": 1758 }, "high_net_worth_individuals": { "raum": 877521874.0, "count": 354 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AR", "AZ", "CA", "CO", "FL", "GA", "IA", "IL", "IN", "KS", "KY", "LA", "MA", "MI", "MO", "NC", "NH", "NY", "OH", "PA", "TN", "TX", "UT", "VA", "WA" ], "websites": [ "https://facebook.com/SyntegraPWG", "https://linkedin.com/company/syntegra-pwg", "https://syntegrapwg.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323180", "city_as_filed": "CHESTERFIELD", "url": "https://advisorcensus.com/firm/syntegra-private-wealth-group-llc-chesterfield-mo-323180", "display_name": "Syntegra Private Wealth Group LLC", "summary": "Syntegra Private Wealth Group LLC is an SEC-registered investment advisory firm in Chesterfield, MO, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 26, 2026.", "citation": "AdvisorCensus. Syntegra Private Wealth Group LLC (CRD 323180): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Syntegra Private Wealth Group LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Syntegra Private Wealth Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)." }, { "q": "Where is Syntegra Private Wealth Group LLC located?", "a": "Syntegra Private Wealth Group LLC's principal office is in Chesterfield, MO, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F)." }, { "q": "Is Syntegra Private Wealth Group LLC registered with the SEC or a state?", "a": "Syntegra Private Wealth Group LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323180." }, { "q": "How much does Syntegra Private Wealth Group LLC manage?", "a": "Syntegra Private Wealth Group LLC reports $1,393,107,412 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (100% discretionary)." }, { "q": "How have Syntegra Private Wealth Group LLC's assets and staff changed since 2022?", "a": "In the Form ADV data for Syntegra Private Wealth Group LLC: Regulatory assets under management: $0 in the October 2022 data and $1,393,107,412 in the October 2026 data. Total employees: 17 in October 2022 and 20 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Syntegra Private Wealth Group LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,758); high net worth individuals (354); charitable organizations (13)." }, { "q": "Which custodians does Syntegra Private Wealth Group LLC use?", "a": "Syntegra Private Wealth Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Syntegra Private Wealth Group LLC 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/323180" }, { "q": "What changed in Syntegra Private Wealth Group LLC's recent Form ADV filings?", "a": "In the August 2026 filing data: Registered or notice-filed in MA." } ], "filing_history": [ { "period": "2022-10-01", "regulatory_assets_under_management": 0.0, "total_employees": 17, "filing_date": "2022-09-02" }, { "period": "2023-10-01", "regulatory_assets_under_management": 813810000.0, "total_employees": 17, "filing_date": "2023-10-04" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1017526426.0, "total_employees": 19, "filing_date": "2024-07-12" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1191046490.0, "total_employees": 18, "filing_date": "2025-03-11" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1393107412.0, "total_employees": 20, "filing_date": "2026-08-26" } ], "recent_changes": [ { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Registered or notice-filed in MA." ] }, { "period": "2026-06-01", "period_label": "June 2026", "notes": [ "Registered or notice-filed in UT, VA." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 12 to 13.", "Regulatory assets under management went from $1,191,046,490 to $1,393,107,412 (+17%).", "Registered or notice-filed in KY." ] }, { "period": "2026-01-01", "period_label": "January 2026", "notes": [ "No longer registered or notice-filed in DC, KY, NE." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "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/syntegra-private-wealth-group-llc-chesterfield-mo-323180.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 1758, "fewer_than_5": false, "raum": 513113567.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 354, "fewer_than_5": false, "raum": 877521874.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 13, "fewer_than_5": false, "raum": 2471971.0 } ], "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/323180", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }