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| Happy Holidays!! thanks for using AUM13F!! |
| Syrios Wealth Management Group Inc
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|---|---|
| CRD # | 332139 |
| SEC # | 801-130855 |
| CIK # | |
| AUM | $403.9 M (2025-03-11) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 858-333-6151 |
| Address | Wall Street Building La Jolla, CA 92037 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 35.1 |
| (b) Individuals (high net worth individuals) | 75 | 244.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 14.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 110.5 |
| (n) Other | 0 | 0.0 |
| Total | 797 | 403.9 |
| By Discretionary | ||
| Discretionary | 426 | 241.9 |
| Non-Discretionary | 371 | 161.9 |
| Total | 797 | 403.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 403.9 | |
| Total | 797 | 403.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Leslie Global Wealth LLC
✚
|
IL | 0.4 |
|
BCR Wealth Strategies LLC
✚
|
AL | 0.4 |
|
Murphy Middleton Hinkle & Parker Inc
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|
GA | 0.4 |
|
Rialto Wealth Management LLC
✚
|
NY | 0.4 |
|
Arcataur Capital Management LLC
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|
WI | 0.4 |
|
Landseer Advisors LLC
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|
NJ | 0.4 |
|
RBA Wealth Management LLC
✚
|
CA | 0.4 |
|
Private Wealth Solutions LLC
✚
|
CA | 0.4 |
|
Robinson Smith Wealth Advisors LLC
✚
|
ME | 0.4 |
|
Headland Capital LLC
✚
|
SC | 0.4 |