THE WEALTH SYNDICATE LLC

Overview

The Wealth Syndicate LLC operates as a small, independent RIA focused on individual and family clients. The firm blends traditional advisory services—financial planning and portfolio management for individuals and small businesses—with insurance brokerage and periodic publication activity. Its fee menu includes asset-based fees alongside subscription and flat-fee arrangements, allowing flexibility for smaller accounts and recurring advisory products. The filing indicates a clear equity tilt in portfolio construction, with the firm favoring exchange-traded equities as the primary exposure and supplementing equity allocation with mutual funds. Advisory activity appears geared toward hands-on relationships rather than institutional mandates: discretionary authority is used where appropriate, but non-discretionary engagements are also maintained. The Wealth Syndicate LLC is not positioned as an ESG-first manager, is not a multi-state adviser per its filing flags, and is owned by an individual operator rather than an institutional or multi-partner structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices