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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 10, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | NA | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | NA | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | NA | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | NA | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | NA | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | NA | Control |
| FRANTZIS, PETER | I | DIRECTOR | NA | Control |
| FRANTZIS, PETER | I | DIRECTOR | NA | Control |
| FRANTZIS, PETER | I | DIRECTOR | NA | Control |
| FRANTZIS, PETER | I | DIRECTOR | NA | Control |
| FRANTZIS, PETER | I | DIRECTOR | NA | Control |
| FRANTZIS, PETER | I | DIRECTOR | NA | Control |
| Hansen, Alexander, William | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hess, Adam, Scott | I | VICE PRESIDENT | NA | |
| Hess, Adam, Scott | I | VICE PRESIDENT | NA | |
| Hess, Adam, Scott | I | VICE PRESIDENT | NA | |
| Hess, Adam, Scott | I | VICE PRESIDENT | NA | |
| Hess, Adam, Scott | I | VICE PRESIDENT | NA | |
| Hess, Adam, Scott | I | VICE PRESIDENT | NA | |
| Hess, Adam, Scott | I | VICE PRESIDENT | NA | |
| Hess, Adam, Scott | I | VICE PRESIDENT | NA | Control |
| Hess, Adam, Scott | I | VICE PRESIDENT | NA | Control |
| Hess, Adam, Scott | I | VICE PRESIDENT | NA | Control |
| Hess, Adam, Scott | I | VICE PRESIDENT | NA | Control |
| Hess, Adam, Scott | I | VICE PRESIDENT | NA | Control |
| Hess, Adam, Scott | I | VICE PRESIDENT | NA | Control |
| Johnson, Nathan, James | I | VICE PRESIDENT | NA | |
| Johnson, Nathan, James | I | VICE PRESIDENT | NA | |
| Johnson, Nathan, James | I | VICE PRESIDENT | NA | |
| Johnson, Nathan, James | I | VICE PRESIDENT | NA | |
| KIDWELL, THOMAS, Marshall | I | VICE PRESIDENT | NA | Control |
| KIDWELL, THOMAS, Marshall | I | VICE PRESIDENT | NA | Control |
| KIDWELL, THOMAS, Marshall | I | VICE PRESIDENT | NA | Control |
| KIDWELL, THOMAS, Marshall | I | VICE PRESIDENT | NA | Control |
| KIDWELL, THOMAS, Marshall | I | VICE PRESIDENT | NA | Control |
| KIDWELL, THOMAS, Marshall | I | VICE PRESIDENT | NA | Control |
| KILGROE, SOLOMON, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | NA | Control |
| KILGROE, SOLOMON, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | NA | Control |
| KILGROE, SOLOMON, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | NA | Control |
| KILGROE, SOLOMON, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | NA | Control |
| KILGROE, SOLOMON, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | NA | Control |
| KILGROE, SOLOMON, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| LACKORE, DAVID | I | DIRECTOR | NA | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | NA | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | NA | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | NA | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | NA | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | NA | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | NA | Control |
| CYNDEO HOLDINGS LLC | DE | MEMBER | E | Control |
| CYNDEO HOLDINGS LLC | DE | MEMBER | E | Control |
| CYNDEO HOLDINGS LLC | DE | MEMBER | E | Control |
| CYNDEO HOLDINGS LLC | DE | MEMBER | E | Control |
| CYNDEO HOLDINGS LLC | DE | MEMBER | E | Control |
| CYNDEO HOLDINGS LLC | DE | MEMBER | E | Control |
| CYNDEO HOLDINGS LLC | DE | MEMBER | E | Control |
| CYNDEO HOLDINGS LLC | DE | MEMBER | E | Control |
| CYNDEO HOLDINGS LLC | DE | MEMBER | E | Control |
| RIAKA HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| RIAKA HOLDINGS, LLC | DE | SOLE MEMBER | E | Control |
| KILGROE, S, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | C | Control |
| KILGROE, S, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | C | Control |
| KILGROE, S, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | C | Control |
| KILGROE, S, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | C | Control |
| KILGROE, S, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | C | Control |
| KILGROE, S, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | C | Control |
| KILGROE, S, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | C | Control |
| KILGROE, S, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | C | Control |
| KILGROE, S, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | C | Control |
| KILGROE, S, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | C | Control |
| KILGROE, S, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | C | Control |
| KILGROE, S, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | C | Control |
| KILGROE, S, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | C | Control |
| KILGROE, S, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | C | Control |
| KILGROE, S, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | C | Control |
| KILGROE, SOLOMON, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | C | Control |
| KILGROE, SOLOMON, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | C | Control |
| KILGROE, SOLOMON, MATTHEWS | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/CEO | C | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | B | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | B | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | B | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | B | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | B | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | B | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | B | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | B | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | B | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | B | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | B | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | B | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | B | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | B | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | B | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | B | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | B | Control |
| BRANSON, ERIC, MICHAEL | I | DIRECTOR | B | Control |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | MEMBER | B | |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | MEMBER | B | |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | MEMBER | B | |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | MEMBER | B | |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | MEMBER | B | |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | MEMBER | B | |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | MEMBER | B | |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | MEMBER | B | |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | MEMBER | B | |
| FRANTZIS, PETER | I | DIRECTOR | B | Control |
| FRANTZIS, PETER | I | DIRECTOR | B | Control |
| FRANTZIS, PETER | I | DIRECTOR | B | Control |
| FRANTZIS, PETER | I | DIRECTOR | B | Control |
| FRANTZIS, PETER | I | DIRECTOR | B | Control |
| FRANTZIS, PETER | I | DIRECTOR | B | Control |
| FRANTZIS, PETER | I | DIRECTOR | B | Control |
| FRANTZIS, PETER | I | DIRECTOR | B | Control |
| FRANTZIS, PETER | I | DIRECTOR | B | Control |
| FRANTZIS, PETER | I | DIRECTOR | B | Control |
| FRANTZIS, PETER | I | DIRECTOR | B | Control |
| FRANTZIS, PETER | I | DIRECTOR | B | Control |
| FRANTZIS, PETER | I | DIRECTOR | B | Control |
| FRANTZIS, PETER | I | DIRECTOR | B | Control |
| FRANTZIS, PETER | I | DIRECTOR | B | Control |
| FRANTZIS, PETER | I | DIRECTOR | B | Control |
| FRANTZIS, PETER | I | DIRECTOR | B | Control |
| FRANTZIS, PETER | I | DIRECTOR | B | Control |
| KIDWELL, THOMAS, M | I | VICE PRESIDENT | A | Control |
| KIDWELL, THOMAS, M | I | VICE PRESIDENT | A | Control |
| KIDWELL, THOMAS, M | I | VICE PRESIDENT | A | Control |
| KIDWELL, THOMAS, M | I | VICE PRESIDENT | A | Control |
| KIDWELL, THOMAS, M | I | VICE PRESIDENT | A | Control |
| KIDWELL, THOMAS, M | I | VICE PRESIDENT | A | Control |
| KIDWELL, THOMAS, M | I | VICE PRESIDENT | A | Control |
| KIDWELL, THOMAS, M | I | VICE PRESIDENT | A | Control |
| KIDWELL, THOMAS, M | I | VICE PRESIDENT | A | Control |
| KIDWELL, THOMAS, M | I | VICE PRESIDENT | A | Control |
| KIDWELL, THOMAS, M | I | VICE PRESIDENT | A | Control |
| KIDWELL, THOMAS, M | I | VICE PRESIDENT | A | Control |
| KIDWELL, THOMAS, M | I | VICE PRESIDENT | A | Control |
| KIDWELL, THOMAS, M | I | VICE PRESIDENT | A | Control |
| KIDWELL, THOMAS, M | I | VICE PRESIDENT | A | Control |
| KIDWELL, THOMAS, M | I | VICE PRESIDENT | A | Control |
| KIDWELL, THOMAS, M | I | VICE PRESIDENT | A | Control |
| KIDWELL, THOMAS, M | I | VICE PRESIDENT | A | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | A | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | A | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | A | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | A | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | A | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | A | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | A | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | A | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | A | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | A | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | A | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | A | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | A | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | A | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | A | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | A | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | A | Control |
| QUINTY, CHRISTOPHER, RYAN | I | VICE PRESIDENT | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Kupfer, Corey, NMN | I | RIAKA HOLDINGS, LLC | E | Control |
| KILGROE, SOLOMON, MATTHEWS | I | CYNDEO HOLDINGS LLC | C | Control |
| KILGROE, SOLOMON, MATTHEWS | I | CYNDEO HOLDINGS LLC | C | Control |
| KILGROE, SOLOMON, MATTHEWS | I | CYNDEO HOLDINGS LLC | C | Control |
| KILGROE, SOLOMON, MATTHEWS | I | CYNDEO HOLDINGS LLC | C | Control |
| KILGROE, SOLOMON, MATTHEWS | I | CYNDEO HOLDINGS LLC | C | Control |
| KILGROE, SOLOMON, MATTHEWS | I | CYNDEO HOLDINGS LLC | C | Control |
| KILGROE, SOLOMON, MATTHEWS | I | CYNDEO HOLDINGS LLC | C | Control |
Registrations
Federal
IA
Jul 10, 2025 REGISTERED
Notice Filings (29)
AL AZ CA CO CT DE FL GA IL IN LA MA MI MO NC NE NH NJ NV NY OH OR PA SC TN TX UT VA WA
Address
200 CENTRAL AVENUE, 23RD FLOORST. PETERSBURG, FL 33701
United States
Phone: (727) 472-3700