CYNDEO WEALTH PARTNERS, LLC
Legal name: CYNDEO WEALTH PARTNERS
CRD #307781 SEC #801-118839 ST. PETERSBURG, FL (727) 472-3700
SEC Registered Private Funds
Total AUM
$2.6B
Discretionary
$2.6B
Employees
26
Clients
101
Accounts
4,011
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $2.6B | $2.6B | $0 | 26 | 0 |
| Mar 2025 | $2.6B | $2.6B | $0 | 26 | 0 |
| Aug 2024 | $2B | $2B | $14M | 20 | 0 |
| Mar 2024 | $2B | $2B | $14M | 19 | 0 |
| Nov 2023 | $1.5B | $1.5B | $0 | 18 | 0 |
| Jul 2023 | $1.5B | $1.5B | $0 | 18 | 0 |
| Mar 2023 | $1.5B | $1.5B | $0 | 18 | 0 |
| Oct 2022 | $1.4B | $1.4B | $0 | 16 | 0 |
| Aug 2022 | $1.4B | $1.4B | $0 | 16 | 0 |
| Mar 2022 | $1.4B | $1.4B | $0 | 16 | 0 |
| Mar 2022 | $1.4B | $1.4B | $0 | 16 | 0 |
| Oct 2021 | $1.1B | $1.1B | $640.7K | 13 | 0 |
| Aug 2021 | $1.1B | $1.1B | $640.7K | 13 | 0 |
| Jun 2021 | $1.1B | $1.1B | $640.7K | 13 | 0 |
| May 2021 | $1.1B | $1.1B | $640.7K | 13 | 0 |
| Mar 2021 | $1.1B | $1.1B | $640.7K | 13 | 0 |
| Oct 2020 | $974.1M | $974.1M | $0 | 13 | 0 |
| Oct 2020 | $974.1M | $974.1M | $0 | 13 | 0 |
| Jun 2020 | $0 | $0 | $0 | 13 | 0 |
| Jun 2020 | $0 | $0 | $0 | 13 | 0 |
| Jun 2020 | $0 | $0 | $0 | 13 | 0 |
| May 2020 | $0 | $0 | $0 | 13 | 0 |
DateJul 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees26
Clients0
DateMar 2025
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees26
Clients0
DateAug 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$14M
Employees20
Clients0
DateMar 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$14M
Employees19
Clients0
DateNov 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees18
Clients0
DateJul 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees18
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees18
Clients0
DateOct 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients0
DateAug 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees16
Clients0
DateOct 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$640.7K
Employees13
Clients0
DateAug 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$640.7K
Employees13
Clients0
DateJun 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$640.7K
Employees13
Clients0
DateMay 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$640.7K
Employees13
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$640.7K
Employees13
Clients0
DateOct 2020
Total AUM$974.1M
Discretionary$974.1M
Non-Disc.$0
Employees13
Clients0
DateOct 2020
Total AUM$974.1M
Discretionary$974.1M
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0