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 Aug 17, 2026

Regulatory AUM

$3.15B

Top 25% of cohort (national)

Discretionary AUM

$3.15B

Clients

1,225

5,330 accounts

Employees

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://www.facebook.com/cyndeowp

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.