The Wealth Syndicate LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Wealth Syndicate LLC is an independent, single‑advisor registered investment adviser that serves individual and high‑net‑worth clients with ongoing portfolio management and financial planning. The firm also publishes a subscription newsletter and hosts quarterly webinars covering investing, retirement, insurance planning, budgeting, and estate topics.
Investment recommendations are implemented through individualized Investment Policy Statements and employ fundamental analysis and modern portfolio theory with a long‑term trading orientation; accounts are reviewed at least quarterly and custodian statements are provided to clients. The adviser operates on a non‑discretionary basis, provides regular portfolio monitoring, and documents client risk tolerance and time horizons in the written plan.
Distinctive features include the firm’s paid periodical and webinar offerings, which are uncommon among similarly structured solo independent advisers, and explicit affiliations with the insurance industry. The firm’s principal is a licensed insurance producer and a representative of multiple insurers, insurance activities account for a material portion of the principal’s compensation (about 20% annually), and the firm discloses and documents commissions or conflicts when recommending commissionable insurance products; the firm may also refer clients to third‑party advisers and receive fee sharing.
Client services
Expertise
Fee options
$0 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
$19 monthly for The Wealth Syndicate Newsletter
Fee-only: Financial planning fees between $1,000 and $1,500 (negotiated fixed rate)
Main office
8403 Colesville Road, Suite 1100
Silver Spring MD 20910
Advisors at this office
1
Most active in
District of Columbia · Maryland
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
Quick links
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