Cyndeo Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers, business succession planning, estate planning, family office services, insurance, philanthropic planning, and tax planning. Financial planning was provided to 251–500 clients last fiscal year. The firm advises 1 private fund.
Cyndeo Wealth Partners reports 1,225 clients. They include 644 individual clients, 575 high-net-worth individuals, and 4 corporations and other businesses. Of its assets, 100.0% ($3.15B across 5,330 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 7% |
| High-net-worth individuals | 47% | 91% |
| Charitable organizations | <1% | 2% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 644 | $218M | 6.9% | $339K |
| High-net-worth individuals | 575 | $2.88B | 91.4% | $5.01M |
| Charitable organizations | Fewer than 5 | $48.3M | 1.5% | $24.1M |
| Corporations and other businesses | Fewer than 5 | $4.23M | 0.1% | $1.06M |
| Total | 1,225 | $3.15B | 100% | — |
- Clients
- 644
- Regulatory AUM
- $218M
- AUM share
- 6.9%
- Avg. per client
- $339K
- Clients
- 575
- Regulatory AUM
- $2.88B
- AUM share
- 91.4%
- Avg. per client
- $5.01M
- Clients
- Fewer than 5
- Regulatory AUM
- $48.3M
- AUM share
- 1.5%
- Avg. per client
- $24.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.23M
- AUM share
- 0.1%
- Avg. per client
- $1.06M
Total
- Clients
- 1,225
- Regulatory AUM
- $3.15B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 251–500
Cyndeo Wealth Partners charges 0.30%–2.00% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Consulting Services
- Negotiable fixed fees from $5,000 to $250,000, depending on the scope and complexity of the services rendered.
- Financial Planning Services
- Hourly fees from $350 to $500 per hour, or fixed fees from $2,500 to $25,000, negotiable depending on the complexity and scope of the plan.
Cyndeo Holdings, LLC owns 25% to 50% of Cyndeo Wealth Partners and is in turn owned by Solomon Kilgroe (25–50%). The leadership team of Cyndeo Wealth Partners includes President Solomon Kilgroe. It has 28 employees, 27 of them in advisory roles.
Leadership
- Solomon KilgroeChief Compliance Officer/President/CEO
- David LackoreDirector
Investment adviser representatives
20 representatives listed in the SEC register as of 9 October 2026.
- Arlene Alexander
- Christopher Jason Beller
- Gregory J Bourne
- Eric Michael Branson
- Michael Scott Crouch
- Peter Frantzis
- Richard Thomas Havard
- Adam Scott Hess
- Brandon David Hess
- Shawn Patrick Jiles
- Casey Shay Jorgensen
- Ryan C Kemp
- Thomas Marshall Kidwell
- Solomon Matthews Kilgroe
- Solomon Kent Kilgroe
- David Ray Lackore
- Renat Mamashev
- Christopher Ryan Quinty
- Glenn Scott Rodriguez
- Robert A Thigpen
Staff
- 28 employees
- 27 in advisory functions
- 17 state-registered reps
- 11 insurance agents
- 15 soliciting firms
- Owns 25% to 50% of Cyndeo Wealth Partners, LLC
Cyndeo Holdings, LLC
Control person · since December 2020
- Owns 25% to 50% of Cyndeo Holdings, LLC
Solomon Kilgroe
Control person · since June 2020
- Owns 25% to 50% of Cyndeo Wealth Partners, LLC
RGP-Cyndeo, LLC
Control person · since March 2026
- Owns 75% or more of RGP-Cyndeo, LLC
Rise Growth Partners, LLC
Control person · since March 2026
- Owns 75% or more of Rise Growth Partners, LLC
CB Rise Aggregator
Control person · since March 2026
- Owns 50% to 75% of CB Rise Aggregator
Charles Bank Equity Fund X, LP
Control person · since March 2026
- Owns 5% to 10% of Cyndeo Wealth Partners, LLC
Dynasty Financial Partners, LLC
since January 2022
- Owns 5% to 10% of Cyndeo Wealth Partners, LLC
Cyndeo Incentive Holdings, LLC
Control person · since March 2026
Cyndeo Wealth Partners’ regulatory assets grew 2.8× from $1.14B (June 2021) to $3.15B (August 2026); clients rose from 469 to 1,225 and employees from 13 to 28.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $3.15B | 1,225 | 28 | 5 |
| July 2025 | $2.58B | 1,089 | 26 | 5 |
| March 2024 | $2B | 859 | 19 | 4 |
| July 2023 | $1.46B | 731 | 18 | 3 |
| March 2022 | $1.39B | 908 | 16 | 1 |
| June 2021 | $1.14B | 469 | 13 | 1 |
Besides its headquarters, Cyndeo Wealth Partners has 4 offices (3 private residences, listed without an address), with 2 listed addresses in Florida.
Florida · 2 listed addresses
- 300 1st Avenue South, 3rd Floor, St. PetersburgHQ
- 1025 Greenwood Boulevard, Lake Mary
Other business names
Cyndeo Wealth Partners has reported 1 other business name to the SEC.
- CW Boss
Contact and registration details
- Legal name
- Cyndeo Wealth Partners, LLC
- Headquarters
- 300 1st Avenue South, 3rd Floor, St. Petersburg, FL 33701
- Website
- cyndeowp.com
- Phone
- 727-472-3700
- @cyndeo-wealth-partners
- SEC file
- 801-118839
- Founded
- 2020
- Structure
- Delaware LLC
- Fiscal year end
- December
Cyndeo Wealth Partners uses Fidelity ($2.74B) as custodian for its separately managed accounts. Cyndeo Wealth Partners has custody of $1.11B in client assets for 646 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $2.74B100%
At year end, Cyndeo Wealth Partners’ separately managed accounts were largely in stocks (43%) and funds (36%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.12B across 517 positions; the largest are Microsoft Corp. (3.4%), Apple Inc. (3.2%) and Broadcom Inc. (3.0%).
What the accounts hold
- Stocks43%
- Exchange-traded equities40%
- Non-exchange-traded equities3%
- Funds36%
- Registered funds33%
- Pooled vehicles3%
- Bonds7%
- State and local bonds6%
- U.S. government and agency bonds1%
- Cash11%
Filed values cover 97%. The neutral 3% gap has no reported category.
Reported 13F holdings
- $2.12B
- Reported 13F value
- 517
- Positions
- 22.4%
- In the 10 largest
- +11.7%
- Value vs. prior quarter
- Microsoft Corp.3.4%
- Apple Inc.3.2%
- Broadcom Inc.3.0%
- Nvidia Corporation3.0%
- Amazon Com Inc.2.2%
- Abbvie Inc.1.6%
- Alphabet Inc. · Cap Stk CL A1.6%
- First TR Exchange Trad FD VI · Fst TR Glb FD1.5%
- Vanguard Index Fds · Small CP ETF1.5%
- Fidelity Merrimack Str TR · Total BD ETF1.4%
Together, the ten largest are 22.4% of reported value.
How many clients does Cyndeo Wealth Partners have?
Cyndeo Wealth Partners has 1,225 clients and manages $3.15 billion for them, as of August 2026. They include 644 individual clients, 575 high-net-worth individuals, and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026
What services does Cyndeo Wealth Partners offer?
Cyndeo Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other managers, business succession planning, estate planning, family office services, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Cyndeo Wealth Partners charge?
Cyndeo Wealth Partners charges 0.30%–2.00% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Source: CYNDEO WEALTH PARTNERS ADV BROCHURE, filed 12 June 2026
Which custodians does Cyndeo Wealth Partners use?
Cyndeo Wealth Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $2.74B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026
How many financial advisors does Cyndeo Wealth Partners have?
Cyndeo Wealth Partners has 17 investment adviser representatives registered with state securities authorities, out of 28 employees, and 27 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 11 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cyndeo Wealth Partners invest in?
At the end of its last fiscal year, Cyndeo Wealth Partners’ separately managed accounts held 40% exchange-traded equities, 33% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents, 6% state and local bonds, 3% non-exchange-traded equities, 3% pooled vehicles (private funds and similar) and 1% U.S. government and agency bonds. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cyndeo Wealth Partners?
Cyndeo Wealth Partners is owned through a chain of holding companies by Solomon Kilgroe and Charles Bank Equity Fund X, LP. Its direct owners are Cyndeo Holdings, LLC, Dynasty Financial Partners, LLC, RGP-Cyndeo, LLC and Cyndeo Incentive Holdings, LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 13 August 2026
How does Cyndeo Wealth Partners get paid?
Cyndeo Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Cyndeo Wealth Partners registered with the SEC?
Yes, Cyndeo Wealth Partners has been registered with the SEC as an investment adviser since 3 June 2020. Its CRD number is 307781 and its SEC file number is 801-118839.
Source: Form ADV Part 1A, Item 1, filed 13 August 2026; IAPD firm record
How do I contact Cyndeo Wealth Partners?
Cyndeo Wealth Partners’ main office is at 300 1st Avenue South, 3rd Floor, St. Petersburg, FL 33701. Its phone number is 727-472-3700. Its website is cyndeowp.com.