Syrios Wealth Management Group

RIASEC RegisteredEst. 2024

Total AUM

$425M

Discretionary

$310M

73% of AUM

Avg account

$730K

Accounts

582

Employees

Advisory reps

Firm details

Headquarters: La Jolla, California
CRD number: 332139
Registered since: July 31, 2024
Website: www.syrioswmg.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI64.59%
Corporations / Businesses25.45%
Individuals7.94%
Pension & Profit Sharing Plans2.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Syrios Wealth Management Group is an independent, corporate-structured registered investment adviser that registered with the SEC in 2024. The firm operates as an allocator of client capital and serves both individual/family and institutional clients. Its advisory model combines financial planning with discretionary and non-discretionary portfolio management across individuals, small businesses, and larger business or institutional accounts. Services also include pension consulting and the selection of third‑party advisers. The firm charges fees as a percentage of assets under management and via fixed-fee arrangements. Syrios does not identify as an active ESG investor.