# Syntegra Private Wealth Group LLC

> 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.

- CRD: 323180
- Filed as: SYNTEGRA PRIVATE WEALTH GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chesterfield, MO
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323180
- AdvisorCensus page: https://advisorcensus.com/firm/syntegra-private-wealth-group-llc-chesterfield-mo-323180

## Quick answers

**How is Syntegra Private Wealth Group LLC compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Syntegra Private Wealth Group LLC located?**
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).

**Is Syntegra Private Wealth Group LLC registered with the SEC or a state?**
Syntegra Private Wealth Group LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323180.

**How much does Syntegra Private Wealth Group LLC manage?**
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).

**How have Syntegra Private Wealth Group LLC's assets and staff changed since 2022?**
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.

**What types of clients does Syntegra Private Wealth Group LLC serve?**
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).

**Which custodians does Syntegra Private Wealth Group LLC use?**
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.

**Does Syntegra Private Wealth Group LLC report any disciplinary disclosures?**
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

**What changed in Syntegra Private Wealth Group LLC's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in MA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,393,107,412
- Discretionary: $1,393,107,412
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,758 | $513,113,567 |
| High net worth individuals | 354 | $877,521,874 |
| Charitable organizations | 13 | $2,471,971 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 20 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Golden, CO
- St. Charles, MO
- Troy, MO

### Websites listed on Form ADV (Item 1.I)
- syntegrapwg.com
- Facebook @SyntegraPWG
- LinkedIn @syntegra-pwg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 17 | September 2, 2022 |
| October 2023 | $813,810,000 | 17 | October 4, 2023 |
| October 2024 | $1,017,526,426 | 19 | July 12, 2024 |
| October 2025 | $1,191,046,490 | 18 | March 11, 2025 |
| October 2026 | $1,393,107,412 | 20 | August 26, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in MA.

### June 2026
- Registered or notice-filed in UT, VA.

### April 2026
- 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.

### January 2026
- No longer registered or notice-filed in DC, KY, NE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Syntegra Private Wealth Group LLC (CRD 323180): Form ADV filing data as of October 2026.