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SYRIOS WEALTH MANAGEMENT GROUP

LA JOLLA, CA · CRD 332139 · IAPD ↗ · syrioswmg.com · 858-333-6151

$424.6MRegulatory AUM
1Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — SYRIOS WEALTH MANAGEMENT GROUP notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
December 2024 — SYRIOS WEALTH MANAGEMENT GROUP notice-filed in AZ, FL, NV, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
December 2024 — SYRIOS WEALTH MANAGEMENT GROUP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
August 2024 — SYRIOS WEALTH MANAGEMENT GROUP (LA JOLLA, CA) is newly SEC-registered (provisional 120-day approval) 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.