SYRIOS WEALTH MANAGEMENT GROUP

Legal name: SYRIOS WEALTH MANAGEMENT GROUP, INC.

CRD 332139File 801-130855

APPROVED

Retail clients

Filing as of Mar 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$424.6M

Below cohort median (national)

Discretionary AUM

$310.3M

Non-discretionary $114.3M

Clients

145

582 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Jul 31, 2024
Principal office: WALL STREET BUILDING, 7855 IVANHOE AVENUE, SUITE 420, LA JOLLA, CA, 92037
Phone: 858-333-6151
Website: https://www.syrioswmg.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $424.6M
Discretionary AUM: $310.3M
Non-discretionary AUM: $114.3M
Discretionary accounts: 481
Non-discretionary accounts: 101
Total accounts: 582
AUM per client: $2.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$108.1M
High net worth individuals	58	$274.2M
Pension and profit sharing plans	Fewer than 5	$8.6M
Individuals (other than high net worth individuals)	79	$33.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
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 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.