S
$52.3M Total AUM
$52.3M Disc. AUM
-- 3Y CAGR
1 Employees
73 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2018
- Office Locations
- 1
Office Locations
-- Austin TX
About Syntropy Wealth Management LLC
Syntropy Wealth Management LLC is a Austin-based RIA. The firm has been operating for 8 years. Managing $52.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Tiaa.
Team overview
51 AVG AGE
$52.3M AVG AUM / ADVISOR
$715.8K AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DEREK ANTHONY ECKERT
Managing Member
- CRD
- #2651156
- 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 | $52,250,544 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,250,544 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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