Wealth manager, independent · Chesterfield, MO
Syntegra Private Wealth Group LLC
SEC-registered investment adviser · CRD 323180 · SEC 801-126688
At a glance
Syntegra Private Wealth Group LLC is an SEC-registered investment adviser based in Chesterfield, Missouri, with $1.4B in regulatory assets under management as of its Form ADV filed August 26, 2026. It reports 2,112 individual clients, 354 of them high-net-worth, holding an average of about $0.7 million each, and 20 employees. That ranks it 797th among the nation’s 5,657 independent wealth management RIAs and 19th of 92 in Missouri. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 314-802-7232syntegrapwg.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among independent wealth managers
- #797 of 5,657
- Rank among all SEC RIAs
- #4,468 of 17,210
- Rank in Missouri
- #19 of 92
- Individual clients
- 2,112
- High-net-worth clients
- 354
- Accounts
- 2,125
- Discretionary
- 100% of AUM
- Employees
- 20
- Advisory staff
- 13
- Offices
- 4
Owners and executives on its Form ADV
- Thomas A. BurkeChief Executive Officer & Chief Compliance Officer
- Jeffrey R. FiehlerPresident
Custody and brokerage
Broker-dealer
Hybrid RIA
Syntegra Private Wealth Group LLC is a hybrid RIA: 8 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed August 2026) names Private Client Services as the broker-dealer its advisers are registered with.
ng investment advice on behalf of our firm are registered representatives with Private Client Services (PCS), a securities broker-dealer that is registered with the SEC and is a member of the Financial Industry Regulatory Authority (FINRA)
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 354 | $878M | 63% |
| Individuals | 1,758 | $513M | 37% |
| Charitable organizations | 13 | $2M | <1% |
Disciplinary disclosures
Syntegra Private Wealth Group LLC 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
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗syntegrapwg.com ↗
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- Assets, accounts, clients and staff, 3 years of filings
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Missouri
All of Missouri →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Parkwoods Wealth Partners, LLCClayton | $1.8B | 1,373 |
| Alpine Private WealthSaint Louis | $1.5B | 265 |
| Anderson Hoagland & CoSt Louis | $1.4B | 136 |
| Hill Investment GroupSt. Louis | $1.3B | 380 |
| Brand Asset Management Group, Inc.Chesterfield | $1.2B | 355 |
| Meramec Financial Planners, LLCClayton | $1.1B | 450 |
Background
Questions
How much does Syntegra Private Wealth Group LLC manage?
Syntegra Private Wealth Group LLC reports $1.4B in regulatory assets under management across 2,125 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 26, 2026.
How many clients does Syntegra Private Wealth Group LLC have?
It reports 2,112 individual clients: 354 high-net-worth individuals and 1,758 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Syntegra Private Wealth Group LLC headquartered?
Its main office is in Chesterfield, Missouri. It reports 4 offices in total and 20 employees, 13 of whom perform investment advisory functions.
How does Syntegra Private Wealth Group LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; 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 Syntegra Private Wealth Group LLC use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed August 26, 2026, it reports these amounts held: Charles Schwab ($1.4B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Syntegra Private Wealth Group LLC a hybrid RIA with a broker-dealer?
Syntegra Private Wealth Group LLC is a hybrid RIA: 8 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Syntegra Private Wealth Group LLC a fiduciary?
As an SEC-registered investment adviser, Syntegra Private Wealth Group LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 8 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Syntegra Private Wealth Group LLC’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 (2026-08-26), 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 →