THE WEALTH SYNDICATE LLC

THE WEALTH SYNDICATE LLC of SILVER SPRING, MD is an SEC-registered investment adviser (CRD 282889). Regulatory assets under management: $6.5M.

Registration

• CRD: 282889
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282889 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search