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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-03-2020
- Office Locations
- 9
Office Locations
About Cyndeo Wealth Partners
Cyndeo Wealth Partners is a St. Petersburg, FL RIA providing family office-level wealth planning and portfolio management with a culture centered on family. The team supports complex needs such as estate, tax, insurance, and retirement planning, and includes a dedicated CW Boss offering for sports and entertainment professionals. Portfolios show meaningful ETF usage and the firm works with Schwab and Fidelity.
Reported data analysis
What the numbers show
Between July 10, 2025 and August 13, 2026, reported AUM increased 22.1%, from $2.6B to $3.2B.
Across 5 reported observations, AUM increased 127.5% between October 26, 2022 and August 13, 2026, from $1.4B to $3.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 27 advisory representatives and 1,225 clients, or 45.4 clients per representative. That equates to $2.6M in reported AUM per client.
The profile lists 9 reported office locations and 6 years in operation. The source data was last updated on August 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Cyndeo Wealth Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SOLOMON MATTHEWS KILGROE
Chief Executive Officer, President
- CRD
- #2129979
- Ownership
- Less than 5%
DAVID RAY LACKORE
Chief Operating Officer, DIRECTOR
- CRD
- #5174392
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ARLENE ALEXANDER
Relationship Manager
- CRD
- #5109844
Christopher Jason Beller
--
- CRD
- #5202179
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,151,489,364 | $591,274 |
| Non-Discretionary | $0 | -- |
| Total | $3,151,489,364 | $591,274 |
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Separately Managed Accounts
SMA allocation detail is available
Cyndeo Wealth Partners has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Cyndeo Wealth Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.