← Tributary

CYNOSURE PORTFOLIO ADVISORS LLC

SALT LAKE CITY, UT · CRD 337747 · IAPD ↗ · cynosureportfolioadvisors.com · 801-521-3100

$5.8MRegulatory AUM
7Advisory reps
7Employees
16Clients
26-50Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2026 — CYNOSURE PORTFOLIO ADVISORS LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2026 — CYNOSURE PORTFOLIO ADVISORS LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
95
December 2025 — CYNOSURE PORTFOLIO ADVISORS LLC (SALT LAKE CITY, UT) is newly SEC-registered with $0 RAUM and 8 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.