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| Synchronous Wealth Advisors LLC
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|
|
|---|---|
| CRD # | 317161 |
| SEC # | 801-134833 |
| CIK # | |
| AUM | $286.1 M (2026-05-04) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 805-697-5430 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 61 | 286.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 132 | 286.1 |
| By Discretionary | ||
| Discretionary | 132 | 286.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 132 | 286.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 286.1 | |
| Total | 132 | 286.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Otto & Associates Inc
✚
|
VT | 0.3 |
|
Tritonpoint Partners LLC
✚
|
MD | 0.3 |
|
FIG Wealth LLC
✚
|
CA | 0.3 |
|
Jim Saulnier & Associates LLC
✚
|
CO | 0.3 |
|
LotusGroup Advisors LLC
✚
|
CO | 0.3 |
|
Wesbanco Securities Inc
✚
|
OH | 0.3 |
|
Gridiron Partners LLC
✚
|
PA | 0.3 |
|
Omnistar Financial Group Inc
✚
|
NC | 0.3 |
|
Gold Medal Waters Inc
✚
|
0.3 | |
|
The Palmer Knight Company
✚
|
FL | 0.3 |