LP Profile

Cyndeo Wealth Partners

Also known as cyndeo wealth

Wealth ManagerSt. Petersburg, United StatesFounded 2020
St. Petersburg
Headquarters
Investment Focus

About Cyndeo Wealth Partners

Cyndeo Wealth Partners is a wealth manager based in St. Petersburg, US. Founded in 2020.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Cyndeo Wealth Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$3.2B
Total Clients
5,330
Filing Date
March 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Cyndeo Wealth Partners across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Cyndeo Wealth Partners?

Cyndeo Wealth Partners is a wealth manager based in St. Petersburg, United States.

Where is Cyndeo Wealth Partners headquartered?

Cyndeo Wealth Partners is headquartered in St. Petersburg, United States.

When was Cyndeo Wealth Partners founded?

Cyndeo Wealth Partners was founded in 2020.

How can I contact Cyndeo Wealth Partners?

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