SYNTROPY WEALTH MANAGEMENT LLC

SYNTROPY WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 293062). Regulatory assets under management: $52.3M.

Registration

• CRD: 293062
• Type: Registered investment adviser
• Phone: 512-740-7333
• Latest filing: 2024-02-12
• Regulatory AUM: $52.3M
• Discretionary AUM: $52.3M
• Clients: 1
• Accounts: 151

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293062 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search