Kimberly Roberts is a control person of Syrios Wealth Management Group and directly owns under 5% of it.
Syrios Wealth Management Group is an investment adviser based in La Jolla, CA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $425 million, as filed on 14 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 2228989
- Firm
- Syrios Wealth Management Group · CRD 332139
- Role
- Chief Compliance Officer
- In role since
- October 2024 · 2 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- La Jolla, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Kimberly Roberts work?
Kimberly Roberts has been Chief Compliance Officer of Syrios Wealth Management Group, Inc. since October 2024, and is a control person of the firm.
How can I verify Kimberly Roberts’ record?
Kimberly Roberts’ role is listed on Syrios Wealth Management Group, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 332139.
