Synchronous Wealth Advisors LLC

RIASEC RegisteredEst. 2025

Total AUM

$286M

Discretionary

$286M

100% of AUM

Avg account

$2.2M

Accounts

132

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 317161
Registered since: November 25, 2025
Website: www.synchronouswealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Hourly Charges, Fixed Fees
Client types: HNWI100%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Synchronous Wealth Advisors LLC is an independent registered investment adviser organized as an LLC and listed with an SEC registration year of 2025. The firm serves individual and family clients and operates as a capital allocator, directing client capital to third‑party managers when appropriate. Core advisory services are financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements are billed via hourly charges and fixed fees. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser.