Cyndeo Wealth Partners
Asset Manager SEC-registered adviser
Legal name: Cyndeo Wealth Partners, LLC
AUM
$3.2B
Regulatory AUM
Private funds
1
Other 1
Private fund assets
$39.0M
Gross asset value
Employees
28
Last Form D raise
—
From SEC Form ADV filing (filed Aug 13, 2026). View on SEC
People(2)
Owners and executive officers named on the firm's SEC Form ADV.
D
S
Funds
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
No private funds reported.
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 307781
- SEC file number
- 801-118839
- CIK
- 1950947
Sources
- SEC Form ADV Oct 14, 2026