Wealth manager, independent · St. Petersburg, FL
Cyndeo Wealth Partners
Cyndeo Wealth Partners, LLC · SEC-registered investment adviser · CRD 307781 · SEC 801-118839
At a glance
Cyndeo Wealth Partners is an SEC-registered investment adviser based in St. Petersburg, Florida, with $3.2B in regulatory assets under management as of its Form ADV filed August 13, 2026. It reports 1,219 individual clients, 575 of them high-net-worth, holding an average of about $2.5 million each, and 28 employees. That ranks it 343rd among the nation’s 5,657 independent wealth management RIAs and 17th of 343 in Florida. It reports Fidelity as the custodian for its clients’ separately managed accounts.
Main office 727-472-3700cyndeowp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.2B
- Rank among independent wealth managers
- #343 of 5,657
- Rank among all SEC RIAs
- #2,750 of 17,210
- Rank in Florida
- #17 of 343
- Individual clients
- 1,219
- High-net-worth clients
- 575
- Accounts
- 5,330
- Discretionary
- 100% of AUM
- Employees
- 28
- Advisory staff
- 27
- Offices
- 5
Owners and executives on its Form ADV
- Solomon M. KilgroeChief Compliance Officer/president/ceo
- David LackoreDirector
Custody and brokerage
Broker-dealer
No broker-dealer ties
Cyndeo Wealth Partners reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 575 | $2.9B | 91% |
| Individuals | 644 | $218M | 7% |
| Charitable organizations | 2 | $48M | 2% |
| Corporations or other businesses | 4 | $4M | <1% |
Private funds
Cyndeo Wealth Partners reports 1 private funds with $39M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Cyndeo Wealth Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗cyndeowp.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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Similar-size RIAs in Florida
All of Florida →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Cumberland AdvisorsSarasota | $3.2B | 1,091 |
| Evensky & Katz/foldes Wealth ManagementCoral Gables | $3.2B | 1,165 |
| Csenge Advisory Group, LLCClearwater | $3.2B | 7,147 |
| Certified Advisory CorpAltamonte Springs | $3.0B | 2,476 |
| Mmbg Investment Advisors Co.Miami | $3.0B | 137 |
| CPS Investment AdvisorsLakeland | $2.9B | 3,107 |
Background
Questions
How much does Cyndeo Wealth Partners manage?
Cyndeo Wealth Partners reports $3.2B in regulatory assets under management across 5,330 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 13, 2026.
How many clients does Cyndeo Wealth Partners have?
It reports 1,219 individual clients: 575 high-net-worth individuals and 644 other individuals. Individuals account for about 98% of its regulatory assets.
Where is Cyndeo Wealth Partners headquartered?
Its main office is in St. Petersburg, Florida. It reports 5 offices in total and 28 employees, 27 of whom perform investment advisory functions.
How does Cyndeo Wealth Partners charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Cyndeo Wealth Partners use?
It reports Fidelity as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed August 13, 2026, it reports these amounts held: Fidelity ($2.7B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Cyndeo Wealth Partners a hybrid RIA with a broker-dealer?
Cyndeo Wealth Partners reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Cyndeo Wealth Partners a fiduciary?
As an SEC-registered investment adviser, Cyndeo Wealth Partners owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Cyndeo Wealth Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-13), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →