A complete list of active advisors currently associated with Syntegra Private Wealth Group LLC
Warmer can help you find a great advisor at Syntegra Private Wealth Group LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Syntegra Private Wealth Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)