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Cyndeo Wealth Partners

Cyndeo Wealth Partners. CRD 307781

Cyndeo Wealth Partners logo

CRD: 307781

Cyndeo Wealth Partners

St. Petersburg, FL, 33701
7274723700
cyndeowp.com
$3.2B Total AUM
$3.2B Disc. AUM
28.0% 3Y CAGR
28 Employees
1,225 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
06-03-2020
Office Locations
8

Office Locations

1025 Greenwood Boulevard Suite 391 Lake Mary FL
300 1ST Avenue South, 3RD Floor St. Petersburg FL
-- Brooklyn NY

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.

Team overview

45 AVG AGE
$116.7M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
4.1 yrs AVG TENURE
28 Employees
27 Advisory Reps
17 RIA Reps
6yrs Firm Age

Insights

Full visibility includes strategy notes for momentum pathway.
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Asset Classes

Vector

Client Personas

Atlas

Custodian

Wave Zenith timber Pioneer

Investment Themes

Frontier

Investment Vehicles

Matrix focus

Platform

Radial value Matrix

Services

Alpha Catalyst Catalyst Ridge Insight Frontier Signal Atlas

Owner & Executives

SOLOMON MATTHEWS KILGROE

SOLOMON MATTHEWS KILGROE

Chief Compliance Officer, Chief Executive Officer, President

CRD
#2129979
Ownership
Less than 5%
(683) 427-7690
pioneer.radial@summitcapital.com
in linkedin.com/in/summit-ember
DAVID RAY LACKORE

DAVID RAY LACKORE

Chief Operating Officer, DIRECTOR

CRD
#5174392
Ownership
Less than 5%
(665) 947-6478
capital.foundation@vitalcapital.com
in linkedin.com/in/harbor-focus

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Contacts

ARLENE ALEXANDER

ARLENE ALEXANDER

Relationship Manager

CRD
#5109844
(598) 533-5391
vector.vital@focuscapital.com
in linkedin.com/in/prime-summit
GREGORY J BOURNE

GREGORY J BOURNE

Financial Advisor

CRD
#5262501
(610) 768-7662
zenith.atlas@insightcapital.com
in linkedin.com/in/insight-insight
F

Foundation focus

Bridge timber ridge

CRD
#71934
(428) 347-2956
alpha.oak@valuecapital.com
in linkedin.com/in/zenith-bridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-26-2022
11-21-2023
08-28-2024
07-10-2025
03-25-2026
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

Total SMA Asset: $3,151,489,364

$3.2B Total SMA
Equity - Exchange:
17.4%
Public Funds:
9.1%
Cash:
11.2%
Municipal Bonds:
14.7%
Equity - OTC:
14.4%
Private Funds:
17.3%
U.S. Government/Agency:
15.9%
Asset class Assets Assets %
Equity - Exchange $1,471,981,378 17.4%
Public Funds $769,829,341 9.1%
Cash $947,482,266 11.2%
Municipal Bonds $1,243,570,475 14.7%
Equity - OTC $1,218,191,485 14.4%
Private Funds $1,463,521,715 17.3%
U.S. Government/Agency $1,345,086,432 15.9%
Total $8,459,663,092 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
RIDGE OPTIMA SUMMIT BEACON PATHWAY RCH34I0DV GMN 2.25% $73,094,119
BRIDGE VITAL CAPITAL VECTOR ZR6M7GRB2 IHCH 1.83% $68,767,663
BRIDGE ATLAS NORTH EAGLE NORTH T6CC4ESYG LMYP 7.03% $72,958,073
INSIGHT HARBOR FRONTIER PRIME IBCZJBFTL IXJP 11.78% $40,336,515
FOUNDATION RADIAL TIMBER OPTIMA PIONEER W6JZ1B8ST JAOYO 5.20% $74,929,102
HARBOR OAK PRIME PEAK YUAEYIK5E APYW 10.65% $90,051,105
LEGACY VITAL DELTA ALPHA UNISON Y0WWIRUC7 AWZB 6.27% $17,850,600
NORTH LEGACY VITAL RIDGE SIGNAL 3V31MYRGS TWATB 3.41% $39,704,636

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