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SYNCHRONOUS WEALTH ADVISORS LLC

· CRD 317161 · IAPD ↗ · synchronouswealth.com · (805) 697-5430

$286.1MRegulatory AUM
3Advisory reps
3Employees
10Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
March 2026 — SYNCHRONOUS WEALTH ADVISORS LLC reported RAUM up 75% ($163.6M -> $286.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
January 2026 — SYNCHRONOUS WEALTH ADVISORS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
December 2025 — SYNCHRONOUS WEALTH ADVISORS LLC (location n/a) is newly SEC-registered with $163.6M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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