$1.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
1 Employees
53 ADV. Clients
11 yrs Firm Age
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- Custodian
- Altruist ยท Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-14-2015
- Office Locations
- 1
Office Locations
7971 Riviera Blvd. Suite 326 Miramar FL
About Synouvo Wealth Management, LLC
Synouvo Wealth Management, LLC is a Miramar, FL wealth management and investment advisory firm serving retail and institutional clients. Portfolios are primarily ETF-based (per SMA reporting) and custodied with Altruist. The firm is founder-led by Serge Louis (Managing Member and Chief Compliance Officer), providing personalized guidance with an ETF-centric approach.
Team overview
-- AVG AGE
$1.8M AVG AUM / ADVISOR
$33.6K AVG AUM / CLIENT
11.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
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Available
Available
Available
Available
Available
Technology
Available
Owner & Executives
S
SERGE LOUIS
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5764583
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,779,036 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,779,036 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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