Syntegra Private Wealth Group LLC
Firm details
- Headquarters
- Chesterfield, Missouri
- CRD number
- 323180
- Registered since
- September 30, 2022
- Website
- www.syntegrapwg.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.99%
- Individuals36.83%
- Charitable Organizations0.18%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Syntegra Private Wealth Group LLC is an independent registered investment adviser that positions itself as a fee-based wealth manager and capital allocator for individuals, families and select institutional clients. The firm is SEC-registered (registration year 2022) and operates as an LLC. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers and managers. Syntegra charges both percentage-of-AUM and fixed fees and identifies as an active ESG investor. The firm was named a Top RIA by Forbes in 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
- Public Funds/Mutual Funds85%
- Exchange Traded Equities8%
- Cash & Cash Equivalents2%
- Other2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 150Active vs passive
$1.9B in ETFs
75%
$1.4B
24%
$472M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY ENHANCED INTERNATIONAL ETF (FENI) | Fidelity | Active | Foreign Large Blend | $167M | 4,177,251 | 9.00% |
Location
Chesterfield, MO
Saint Louis
Location
Chesterfield, MO
Headquartered in Chesterfield, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 14567 North Outer 40 Rd
- Time zone
- CT (UTC-6)
- Office locations
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