SYNOUVO WEALTH MANAGEMENT, LLC

Overview

Synouvo Wealth Management, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm is owner-operated and uses a mix of fee models — percentage of assets under management, hourly billing, and fixed fees — to serve clients with varying needs and complexity. Its advisory activity centers on tailored planning and direct management of client investment portfolios. Industry connections include relationships with an accountant and an insurance company, which the firm leverages for client planning and risk-transfer solutions. The firm shows a clear equity bias in how it allocates client capital, emphasizing exchange-traded instruments and liquid securities that support active portfolio management and straightforward reporting. Synouvo does not position itself as an ESG specialist, and its practice footprint appears concentrated rather than multi-state.

Assets & Accounts

Public Holdings

Location & Offices