# THE WEALTH SYNDICATE LLC

THE WEALTH SYNDICATE LLC of SILVER SPRING, MD is an SEC-registered investment adviser.

## Registration

- CRD: 282889
- Type: SEC-registered investment adviser
- Location: 8403 COLESVILLE ROAD, SILVER SPRING, MD, 20910
- Phone: 202-486-6689
- Latest filing: 2026-02-19
- Regulatory AUM: $6.5M
- Discretionary AUM: $4.5M
- Non-discretionary AUM: $2.0M
- Clients: 1
- Accounts: 80

## Business model

- Compensation: % of AUM, Fixed, Subscription
- Clients served: Individuals, High net worth, Corporations

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282889/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282889/similar
- Related entities: https://search.stillhousedata.com/firm/282889/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282889

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.