Data / Investment advisers / Florida / Cyndeo Wealth Partners
Cyndeo Wealth Partners, St. Petersburg, FL: $3.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cyndeo Wealth Partners is an SEC registered investment adviser with its main office in St. Petersburg, Florida and reports $3.2 billion in regulatory assets under management in its Form ADV filed August 13, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 1 private fund.
The request: Watch Cyndeo Wealth Partners (CRD number 307781): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 307781
- SEC file number
- 801-118839
- SEC status
- Approved, effective June 3, 2020
- Legal name
- Cyndeo Wealth Partners, LLC
- Main office
- 300 1st Avenue South, 3rd Floor, St. Petersburg, FL 33701
- Phone
- (727) 472-3700
- Website
- cyndeowp.com
- Regulatory AUM
- $3,151,489,364 in the Form ADV filed August 13, 2026
- Discretionary AUM
- $3,151,489,364
- Accounts
- 5,330
- Employees
- 28, of which 27 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $38,950,148
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 575 | $2.88 billion |
| Individuals (other than high net worth individuals) | 644 | $218.5 million |
| Charitable organizations | 2 | $48.3 million |
| Corporations or other businesses | 4 | $4.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.15 billion | March 25, 2026 |
| December 1, 2025 | $2.58 billion | July 10, 2025 |
Other advisers in St. Petersburg
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Eagle Asset Management Inc | St. Petersburg | $60.65 billion | Not listed | adviserinfo.sec.gov |
| Raymond James Investment Management | St Petersburg | $16.86 billion | 2 | adviserinfo.sec.gov |
| ARK Invest | St. Petersburg | $15.98 billion | 7 | adviserinfo.sec.gov |
| Dynasty Wealth Management, LLC | St. Petersburg | $13.88 billion | 2 | adviserinfo.sec.gov |
| Yale Capital Corp. | St. Petersburg | $5.62 billion | Not listed | adviserinfo.sec.gov |
| Ars Wealth Advisors | St. Petersburg | $1.64 billion | Not listed | adviserinfo.sec.gov |
| Newfound Research LLC | St. Petersburg | $1.11 billion | Not listed | adviserinfo.sec.gov |
| Directed Capital Advisors | St. Petersburg | $419.6 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in St. Petersburg, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Cyndeo Wealth Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.