Cyndeo Wealth Partners
Firm details
- Headquarters
- St Petersburg, Florida
- CRD number
- 307781
- Registered since
- June 3, 2020
- Website
- cyndeowp.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.4%
- Individuals6.93%
- Charitable Organizations1.53%
- Corporations / Businesses0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Cyndeo Wealth Partners is an independent RIA and capital allocator that provides financial planning and portfolio management to individual, family and institutional clients. The firm is registered with the SEC and first registered in 2020. Its advisory services include financial planning, portfolio management for individuals and pooled investment vehicles, and selection of third‑party advisers; it also operates as an insurance broker. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. Forbes named the firm to its list of Top RIA Firms in both 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents11%
- State & Local Bonds6%
- Non-Exchange Traded Equities3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 318Active vs passive
$1B in ETFs
50%
$501M
47%
$503M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST EXCHANGE-TRADED FUND VII (FTGC) | First Trust | Active | Commodities Broad Basket | $32.9M | 1,076,457 | 3.28% |
Location
St Petersburg, FL
Pinellas
Location
St Petersburg, FL
Headquartered in St Petersburg, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 300 1st Ave S
- Time zone
- ET (UTC-5)
- Office locations
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