CRD: 323180
Syntegra Private Wealth Group LLC
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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-30-2022
- Office Locations
- 2
Office Locations
About Syntegra Private Wealth Group LLC
Syntegra Private Wealth Group is a boutique wealth management and comprehensive financial planning firm providing personalized portfolio guidance, retirement planning, tax strategy, risk management, and estate planning. The team includes CFP® professionals and focuses on supporting business owners, entrepreneurs, and investors with coordinated, goal-based advice. Custody relationships include Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
THOMAS ANDREW BURKE
Chief Compliance Officer, Chief Executive Officer, Private Wealth Advisor
- CRD
- #2274702
- Ownership
- Less than 5%
JEFFREY RICHARD FIEHLER
President
- CRD
- #5079523
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Spencer Douglas Barr
Client Service Specialist
- CRD
- #8116997
Michael William Bauer
Private Wealth Advisor
- CRD
- #7343083
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,393,107,412 | $655,580 |
| Non-Discretionary | $0 | -- |
| Total | $1,393,107,412 | $655,580 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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