Syntegra Private Wealth Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,390,635,441
Clients
2,112
Advisors
12
of 20 employees
About
Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals (including high net worth clients), pension and profit-sharing plans, charitable organizations, and businesses. Its Form ADV describes discretionary portfolio management and standalone or integrated financial planning, with advice focused primarily on ETFs, mutual funds, and individual securities.
The firm delivers tailored, discretionary management using firm-developed model portfolios, and may allocate portions of client assets to third-party sub‑advisers whose models it monitors and may replace without prior client approval. Its stated methods include a range of quantitative and fundamental techniques (including modern portfolio theory, technical and charting analysis, options strategies, and optional ESG considerations), and it may use margin and other specialized instruments where appropriate.
Noteworthy aspects relative to peers include an affiliated tax and business services entity, Syntegra Tax & Business Services LLC, that provides standalone tax planning and preparation, and a 12-advisor team managing roughly 2,112 client relationships and $1.393 billion in discretionary assets as of December 31, 2025 — a client load per advisor that is higher than typical for similar team firms. Representatives are also dually registered as broker‑dealer representatives and insurance agents, and the firm recommends Charles Schwab custody while retaining discretion to engage other managers and custodians, arrangements that bear on execution, reporting, and potential conflicts of interest.
Client services
Expertise
Fee options
up to 1.5% annually (negotiable per client circumstances)
Separate commission compensation earned by registered representatives affiliated with PCS for brokerage and insurance products, including asset-based sales charges and 12b-1 fees; commissions are separate and in addition to advisory fees.
Fee-only: Fixed fees for financial planning services ranging from approximately $500 to $10,000, negotiable based on complexity and scope; no prepaid fees six months or more in advance or in excess of $1,200.
Main office
14567 N Outer 40 Rd, Ste 225
Chesterfield MO 63017
Advisors at this office
12
Most active in
Arizona · Arkansas · California · Colorado · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Massachusetts · Michigan · Missouri · New Hampshire · New York · North Carolina · Ohio · Pennsylvania · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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