|
⚲
|
| Keyboard |
| Synchronous Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 317161 |
| SEC # | 801-134833 |
| CIK # | |
| AUM | 286.1 M (2026-05-04) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 805-697-5430 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 61 | 286.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 132 | 286.1 |
| By Discretionary | ||
| Discretionary | 132 | 286.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 132 | 286.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 286.1 | |
| Total | 132 | 286.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 10 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Otto & Associates Inc
✚
|
VT | 286.6 M |
|
Tritonpoint Partners LLC
✚
|
MD | 286.5 M |
|
Fig Wealth LLC
✚
|
CA | 286.5 M |
|
Jim Saulnier & Associates LLC
✚
|
CO | 286.4 M |
|
LotusGroup Advisors LLC
✚
|
CO | 286.0 M |
|
Wesbanco Securities Inc
✚
|
OH | 285.9 M |
|
Gridiron Partners LLC
✚
|
PA | 285.8 M |
|
Omnistar Financial Group Inc
✚
|
NC | 285.7 M |
|
Gold Medal Waters Inc
✚
|
285.6 M | |
|
The Palmer Knight Company
✚
|
FL | 285.4 M |