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CYNDEO WEALTH PARTNERS

ST. PETERSBURG, FL · CRD 307781 · IAPD ↗ · cyndeowp.com · (727) 472-3700

$3.15BRegulatory AUM
27Advisory reps
28Employees
0Clients
251-500Planning clients
1Private funds
29States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
September 2026 — CYNDEO WEALTH PARTNERS notice-filed in PA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — CYNDEO WEALTH PARTNERS reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
82
April 2026 — CYNDEO WEALTH PARTNERS grew from 15 to 27 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2025 — CYNDEO WEALTH PARTNERS notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — CYNDEO WEALTH PARTNERS added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — CYNDEO WEALTH PARTNERS reported RAUM up 29% ($2.00B -> $2.58B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
74
April 2025 — CYNDEO WEALTH PARTNERS grew from 11 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
September 2024 — CYNDEO WEALTH PARTNERS notice-filed in AZ, IL, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
September 2024 — CYNDEO WEALTH PARTNERS added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — CYNDEO WEALTH PARTNERS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2024 — CYNDEO WEALTH PARTNERS reported RAUM up 37% ($1.46B -> $2.00B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.