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- Custodian
- Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-31-2024
- Office Locations
- 1
Office Locations
About Syrios Wealth Management Group
Syrios Wealth Management Group provides holistic, fee-only wealth management and financial planning, tailoring investment strategy, portfolio construction, tax minimization, retirement, and estate planning to client goals and life transitions (inheritance, liquidity events). Led by CFP(r) fiduciary Greg Syrios with 30+ years’ experience, the firm emphasizes transparent, client-first advice and independence from banks/brokerages/PE (no commissions or proprietary product sales). Client account access is available via Wells Fargo Clearing Services.
Team overview
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Client Personas
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Owner & Executives
GREGORY ANDREW SYRIOS
Managing Director
- CRD
- #2381563
- Ownership
- 75% or more
KIMBERLY ANN ROBERTS
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BEVERLY JEAN PATTON
Relationship Manager
- CRD
- #5235638
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $310,268,238 | $645,048 |
| Non-Discretionary | $114,303,356 | $1,131,716 |
| Total | $424,571,594 | $729,504 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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