SYNCHRONOUS WEALTH ADVISORS LLC

SYNCHRONOUS WEALTH ADVISORS LLC is an SEC-registered investment adviser (CRD 317161). Regulatory assets under management: $286.1M.

Registration

• CRD: 317161
• SEC file number: 801-134833
• Type: Registered investment adviser
• Phone: (805) 697-5430
• Latest filing: 2026-05-04
• Regulatory AUM: $286.1M
• Discretionary AUM: $286.1M
• Clients: 3
• Accounts: 132

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317161 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search