Wealth manager, independent · SAN Francisco, CA
Syntheticfi LLC
SEC-registered investment adviser · CRD 330200 · SEC 801-129765
At a glance
Syntheticfi LLC is an SEC-registered investment adviser based in SAN Francisco, California, with $993 million in regulatory assets under management as of its Form ADV filed April 17, 2026. Its largest client group by assets is individuals, and it reports 624 individual clients. By Form ADV it is a wealth manager, ranked 1,562nd of 8,915 wealth managers and 5,404th of 17,210 SEC-registered advisers by assets.
Main office 628-800-0898syntheticfi.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $993M
- Rank among wealth managers
- #1,562 of 8,915
- Rank among all SEC RIAs
- #5,404 of 17,210
- Rank in California
- #627 of 1,873
- Individual clients
- 624
- High-net-worth clients
- 0
- Accounts
- 624
- Discretionary
- 100% of AUM
- Employees
- 10
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- Yucheng YangChief Executive Officer
- Yezhou WangChief Revenue Officer
- Congying XiangChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 624 | $993M | 100% |
Disciplinary disclosures
Syntheticfi LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗syntheticfi.com ↗
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The full record on Syntheticfi LLC
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, 2 years of filings
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- Growth over one, three and five years
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- Rank against 3,561 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Syntheticfi LLC manage?
Syntheticfi LLC reports $993 million in regulatory assets under management across 624 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 17, 2026.
What kind of firm is Syntheticfi LLC?
Syntheticfi LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Syntheticfi LLC’s clients?
By assets, its largest client types are individuals ($993 million, 624 clients).
Does Syntheticfi LLC have any disciplinary history?
Syntheticfi LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Syntheticfi 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 (2026-04-17), 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). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. 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 →