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CYNDEO WEALTH PARTNERS
Legal name: CYNDEO WEALTH PARTNERS, LLC
CRD 307781File 801-118839
APPROVED
Retail clients
Custody
Filing as of Aug 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.15B
Top 25% of cohort (national)
Discretionary AUM
$3.15B
Clients
1,225
5,330 accounts
Employees
28
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 3, 2020
- Principal office
- 300 1ST AVENUE SOUTH, 3RD FLOOR, ST. PETERSBURG, FL, 33701
- Phone
- (727) 472-3700
- Website
- https://cyndeowp.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.15B
- Discretionary AUM
- $3.15B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5,330
- Non-discretionary accounts
- 0
- Total accounts
- 5,330
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.2M |
| Charitable organizations | Fewer than 5 | $48.3M |
| High net worth individuals | 575 | $2.88B |
| Individuals (other than high net worth individuals) | 644 | $218.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 26 | 28 | increased by2 |
| Apr 1, 2026 | Clients | 1,089 | 1,225 | increased by136 |
| Apr 1, 2026 | AUM | $2,580,844,138 | $3,151,489,364 | increased by$570,645,226 |
| Apr 1, 2026 | Accounts | 4,011 | 5,330 | increased by1,319 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 26 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 908 | 1,089 | increased by181 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,385,506,598 | $2,580,844,138 | increased by$1,195,337,540 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,184 | 4,011 | increased by827 |
| Apr 1, 2022 | Employees | 13 | 16 | increased by3 |
| Apr 1, 2022 | Clients | 469 | 908 | increased by439 |
| Apr 1, 2022 | AUM | $1,137,000,610 | $1,385,506,598 | increased by$248,505,988 |
| Apr 1, 2022 | Accounts | 469 | 3,184 | increased by2,715 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CYNDEO WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CYNDEO WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.