# Syrios Wealth Management Group

> Syrios Wealth Management Group is an SEC-registered investment advisory firm in La Jolla, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 332139
- Filed as: SYRIOS WEALTH MANAGEMENT GROUP
- Legal name: Syrios Wealth Management Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: La Jolla, CA
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332139
- AdvisorCensus page: https://advisorcensus.com/firm/syrios-wealth-management-group-la-jolla-ca-332139

## Quick answers

**How is Syrios Wealth Management Group compensated?**
On its Form ADV (Item 5.E, October 2026), Syrios Wealth Management Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Syrios Wealth Management Group charge?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Flat fee: $20,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Syrios Wealth Management Group located?**
Syrios Wealth Management Group's principal office is in La Jolla, CA, according to its Form ADV.

**Is Syrios Wealth Management Group registered with the SEC or a state?**
Syrios Wealth Management Group is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332139.

**How much does Syrios Wealth Management Group manage?**
Syrios Wealth Management Group reports $424,571,594 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (73% discretionary).

**How have Syrios Wealth Management Group's assets and staff changed since 2024?**
In the Form ADV data for Syrios Wealth Management Group: Regulatory assets under management: $403,865,497 in the October 2025 data and $424,571,594 in the October 2026 data, up 5%. Total employees: 2 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Syrios Wealth Management Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (79); high net worth individuals (58); corporations or other businesses not listed above (8).

**Which custodians does Syrios Wealth Management Group use?**
Syrios Wealth Management Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Syrios Wealth Management Group 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/332139

**Does Syrios Wealth Management Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 11, 2026 says: "SWMG generally requires an initial investment of at least $1,000,000 for investment advisory services. SWMG does not have an ongoing minimum account size. In our sole discretion, we may waive this minimum based on a client’s particular circumstances."

**What changed in Syrios Wealth Management Group's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in WA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> SWMG generally requires an initial investment of at least $1,000,000 for investment advisory services. SWMG does not have an ongoing minimum account size. In our sole discretion, we may waive this minimum based on a client’s particular circumstances.

- Flat fee: $20,000 (financial planning and consulting services)

> Fees for financial planning and consulting services are billed at a fixed rate in advance. Our financial planning and consulting fees vary based on the client’s specific needs and can range up to $20,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services, LLC

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: $424,571,594
- Discretionary: $310,268,238
- Non-discretionary: $114,303,356

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 79 | $33,711,107 |
| High net worth individuals | 58 | $274,223,186 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $8,579,776 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 8 | $108,057,525 |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, FL, NV, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 2 | July 1, 2024 |
| October 2025 | $403,865,497 | 3 | March 11, 2025 |
| October 2026 | $424,571,594 | 3 | September 14, 2026 |

Regulatory assets under management: $403,865,497 in the October 2025 data and $424,571,594 in the October 2026 data, up 5%.
Total employees: 2 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Syrios Wealth Management Group (CRD 332139): Form ADV filing data as of October 2026.