# Syntropy Wealth Management LLC

> Syntropy Wealth Management LLC is a state-registered investment advisory firm, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 12, 2024.

- CRD: 293062
- Filed as: SYNTROPY WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: TERMREQUEST)
- Filing period: October 2026
- Form ADV filing dated: February 12, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/293062
- AdvisorCensus page: https://advisorcensus.com/firm/syntropy-wealth-management-llc-293062

## Quick answers

**How is Syntropy Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Syntropy Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Syntropy Wealth Management LLC registered with the SEC or a state?**
Syntropy Wealth Management LLC is a state-registered investment advisory firm. Status as filed: TERMREQUEST. CRD 293062.

**How much does Syntropy Wealth Management LLC manage?**
Syntropy Wealth Management LLC reports $52,250,544 in regulatory assets under management in its Form ADV filing dated February 12, 2024 (100% discretionary).

**What types of clients does Syntropy Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (51); high net worth individuals (22).

**Does Syntropy Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/293062

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $52,250,544
- Discretionary: $52,250,544
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 51 | $21,661,627 |
| High net worth individuals | 22 | $30,588,917 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: Not reported
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- syntropywealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Syntropy Wealth Management LLC (CRD 293062): Form ADV filing data as of October 2026.