SYRIOS WEALTH MANAGEMENT GROUP, INC.
Legal name: SYRIOS WEALTH MANAGEMENT GROUP
CRD #332139 SEC #801-130855 LA JOLLA, CA 858-333-6151
SEC Registered
Total AUM
$403.9M
Discretionary
$241.9M
Employees
3
Clients
0
Accounts
797
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PATTON, BEVERLY, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, KIMBERLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, KIMBERLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROBERTS, KIMBERLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SYRIOS, GREGORY, ANDREW | I | MANAGING DIRECTOR | E | Control |
| SYRIOS, GREGORY, ANDREW | I | MANAGING DIRECTOR | E | Control |
| SYRIOS, GREGORY, ANDREW | I | MANAGING DIRECTOR | E | Control |
| SYRIOS, GREGORY, ANDREW | I | MANAGING DIRECTOR | E | Control |
Registrations
Federal
IA
Nov 21, 2025 REGISTERED
Notice Filings (5)
AZ CA FL NV TX
Address
WALL STREET BUILDING7855 IVANHOE AVENUE, SUITE 420
LA JOLLA, CA 92037
United States
Phone: 858-333-6151