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SYNTEGRA PRIVATE WEALTH GROUP LLC

CHESTERFIELD, MO · CRD 323180 · IAPD ↗ · 314-802-7232

$1.39BRegulatory AUM
13Advisory reps
20Employees
0Clients
1-10Planning clients
0Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — SYNTEGRA PRIVATE WEALTH GROUP LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
June 2026 — SYNTEGRA PRIVATE WEALTH GROUP LLC notice-filed in UT, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2026 — SYNTEGRA PRIVATE WEALTH GROUP LLC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — SYNTEGRA PRIVATE WEALTH GROUP LLC now reports custody of client assets ($518.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
47
November 2024 — SYNTEGRA PRIVATE WEALTH GROUP LLC notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
May 2024 — SYNTEGRA PRIVATE WEALTH GROUP LLC notice-filed in DC, KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
March 2024 — SYNTEGRA PRIVATE WEALTH GROUP LLC grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
March 2024 — SYNTEGRA PRIVATE WEALTH GROUP LLC crossed $1B in regulatory AUM ($813.8M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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