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SYNTHETICFI LLC

SAN FRANCISCO, CA · CRD 330200 · IAPD ↗ · syntheticfi.com · (628) 800-0898

$992.9MRegulatory AUM
7Advisory reps
10Employees
200Clients
n/aPlanning clients
0Private funds
33States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — SYNTHETICFI LLC notice-filed in AR, CT, IA, IL, IN, MD, MN, MO, NE, OK, SC, TN, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — SYNTHETICFI LLC crossed $500M in regulatory AUM ($153.2M -> $992.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2026 — SYNTHETICFI LLC grew from 2 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
January 2026 — SYNTHETICFI LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — SYNTHETICFI LLC notice-filed in CO, DE, GA, KY, MA, MS, NV, OH, OR, PA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — SYNTHETICFI LLC notice-filed in AZ, NC, NJ, NY, TX, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2024 — SYNTHETICFI LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2024 — SYNTHETICFI LLC (SAN FRANCISCO, CA) is newly SEC-registered with $0 RAUM and 1 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.