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 began SEC registration in 2022 and positions itself as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fees are charged as a percentage of assets under management and via fixed fees. Syntegra identifies as an active ESG investor and has an industry affiliation with accounting professionals. Forbes recognized the firm on its Top RIA Firms list 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
1 of 1THOMAS BURKE
Chief Executive OfficerCRD 2274702
Contacts
3 of 11JEFFREY FIEHLER
President, Private Wealth AdvisorCRD 5079523
Nathan Burke
Private Wealth AdvisorCRD 6803999
Brent Roever
Private Wealth AdvisorCRD 7205243
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 144Active vs passive
$1.6B in ETFs
77%
$1.2B
22%
$357M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY ENHANCED INTERNATIONAL ETF (FENI) | Fidelity | Active | Foreign Large Blend | $135M | 3,637,188 | 8.72% |
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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