$286.1M Total AUM
$286.1M Disc. AUM
-- 3Y CAGR
3 Employees
71 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-07-2022
- Office Locations
- 3
Office Locations
-- Gainesville FL
-- LOS Angeles CA
-- Solvang CA
About Synchronous Wealth Advisors LLC
Synchronous Wealth Advisors is a boutique RIA providing financial planning, portfolio management, and tax strategy with a CPA co-founder and CFA-led planning. The firm builds risk-aligned, diversified portfolios primarily using ETFs and public funds, and works with busy professionals and business owners seeking ongoing guidance. Custody commonly held at Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$95.4M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
2.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
SHANE MICHAEL SIDERIS
Chief Compliance Officer, Co-founder, Financial Planner, PRINCIPAL
- CRD
- #6097241
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
JOHN HOWARD ABERNETHY
Financial planner
- CRD
- #7209179
Available
Available
Available
W
Wonwoo Roy Choi
--
- CRD
- #8047471
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $286,055,158 | $2,167,085 |
| Non-Discretionary | $0 | -- |
| Total | $286,055,158 | $2,167,085 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Derivatives:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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