# SYRIOS WEALTH MANAGEMENT GROUP, INC.

SYRIOS WEALTH MANAGEMENT GROUP, INC. of LA JOLLA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 332139
- Type: SEC-registered investment adviser
- SEC file number: 801-130855
- Location: WALL STREET BUILDING, 7855 IVANHOE AVENUE, SUITE 420, LA JOLLA, CA, 92037
- Phone: 858-333-6151
- Latest filing: 2026-03-11
- Regulatory AUM: $424.6M
- Discretionary AUM: $310.3M
- Non-discretionary AUM: $114.3M
- Clients: 3
- Accounts: 582

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Gregory Andrew Syrios | MANAGING DIRECTOR | — |
| Kimberly Ann Roberts | CHIEF COMPLIANCE OFFICER | — |
| ROBERTS JULIE ANN | CHIEF COMPLIANCE OFFICER | — |
| SYRIOS GREGORY ANDREW | MANAGING DIRECTOR | — |
| PATTON BEVERLY JEAN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332139/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332139/similar
- Related entities: https://search.stillhousedata.com/firm/332139/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332139

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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.