CRD: 282889
THE Wealth Syndicate LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-01-2015
- Office Locations
- 1
Office Locations
About THE Wealth Syndicate LLC
The Wealth Syndicate LLC is an independent financial planning and investment management firm serving the Washington, DC metro and clients nationwide. Founder DeWayne Ellis brings 20+ years in financial management, building goals-based portfolios (often via ETFs and public funds) alongside retirement, college-savings, legacy and life-insurance planning. The firm emphasizes client education and transparency, including financial literacy and speaking services, with an online planning experience powered by RightCapital.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DEWAYNE LADON ELLIS
Chief Compliance Officer, Founder, Managing Director, President
- CRD
- #4734943
- Ownership
- 50% but less than 75%
SIMONE RENEE ELLIS
Founder, Managing Director
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,542,766 | -- |
| Non-Discretionary | $2,000,000 | -- |
| Total | $6,542,766 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing