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SYNTEGRA PRIVATE WEALTH GROUP LLC
CRD 323180File 801-126688
APPROVED
Retail clients
Custody
Filing as of Aug 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.39B
Above cohort median (national)
Discretionary AUM
$1.39B
Clients
2,125
2,125 accounts
Employees
20
Above cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 30, 2022
- Principal office
- 14567 N OUTER 40 RD, STE 225, CHESTERFIELD, MO, 63017
- Phone
- 314-802-7232
- Website
- https://www.Syntegrapwg.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.39B
- Discretionary AUM
- $1.39B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,125
- Non-discretionary accounts
- 0
- Total accounts
- 2,125
- AUM per client
- $656K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 13 | $2.5M |
| High net worth individuals | 354 | $877.5M |
| Individuals (other than high net worth individuals) | 1,758 | $513.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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 | 18 | 20 | increased by2 |
| Apr 1, 2026 | Clients | 2,444 | 2,125 | decreased by319 |
| Apr 1, 2026 | AUM | $1,191,046,490 | $1,393,107,412 | increased by$202,060,922 |
| Apr 1, 2026 | Accounts | 4,266 | 2,125 | decreased by2,141 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 18 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $1,191,046,490 | increased by$1,191,046,490 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 4,266 | increased by4,266 |
| Oct 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SYNTEGRA PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SYNTEGRA PRIVATE” 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.