Syntegra Private Wealth Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Syntegra Private Wealth Group reports 2,125 clients. They include 1,758 individual clients, 354 high-net-worth individuals and 13 charitable organizations. Of its assets, 100.0% ($1.39B across 2,125 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 83% | 37% |
| High-net-worth individuals | 17% | 63% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,758 | $513M | 36.8% | $292K |
| High-net-worth individuals | 354 | $878M | 63.0% | $2.48M |
| Charitable organizations | 13 | $2.47M | 0.2% | $190K |
| Total | 2,125 | $1.39B | 100% | $656K |
- Clients
- 1,758
- Regulatory AUM
- $513M
- AUM share
- 36.8%
- Avg. per client
- $292K
- Clients
- 354
- Regulatory AUM
- $878M
- AUM share
- 63.0%
- Avg. per client
- $2.48M
- Clients
- 13
- Regulatory AUM
- $2.47M
- AUM share
- 0.2%
- Avg. per client
- $190K
Total
- Clients
- 2,125
- Regulatory AUM
- $1.39B
- AUM share
- 100%
- Avg. per client
- $656K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Syntegra Private Wealth Group charges up to 1.50% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning-only engagements carry a fixed fee generally ranging from $500 to $10,000 per year, negotiable; typically 50% due at signing.
MV High Performance, LLC owns 75% or more of Syntegra Private Wealth Group and is in turn owned by Thomas Burke (50–75%) and Jeffrey Fiehler (25–50%). Thomas Burke is CEO; the leadership team includes President Jeffrey Fiehler. It has 20 employees, 13 of them in advisory roles.
Leadership
- Thomas BurkeChief Executive Officer & Chief Compliance Officer
- Jeffrey FiehlerPresident
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
- Spencer Douglas Barr
- Michael William Bauer
- Jessica R Brown
- Nathan Burke
- Thomas Andrew Burke
- Sarah Beth Hartmann Burkemper
- Erin N Burks
- Isaac Butler
- Jeffrey Richard Fiehler
- Payton Joseph LaFoy
- Terry G Moyers JR
- Brent Alvin Roever
Staff
- 20 employees
- 13 in advisory functions
- 12 state-registered reps
- 8 broker-dealer reps
- 8 insurance agents
- 1 soliciting firm
- Owns 75% or more of Syntegra Private Wealth Group LLC
MV High Performance, LLC
Control person · since December 2012
- Owns 50% to 75% of MV High Performance, LLC
Thomas Burke
Control person · since December 2012
- Owns 25% to 50% of MV High Performance, LLC
Jeffrey Fiehler
Control person · since December 2012
Syntegra Private Wealth Group’s regulatory assets grew 1.7× from $814M (April 2023) to $1.39B (August 2026); clients rose from 1,861 to 2,125 and employees from 17 to 20.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $1.39B | 2,125 | 20 | 4 |
| March 2025 | $1.19B | 2,444 | 18 | 4 |
| July 2024 | $1.02B | 1,631 | 19 | 4 |
| April 2023 | $814M | 1,861 | 17 | 4 |
Besides its headquarters, Syntegra Private Wealth Group has 3 offices, with 4 listed addresses in Colorado and Missouri.
Missouri · 3 listed addresses
- 14567 N Outer 40 RD, Ste 225, ChesterfieldHQ
- 828 S Main Street, St. Charles
- 250 E Wood Street, Troy
Colorado · 1 listed address
- 14143 Denver West Parkway, Golden
Contact and registration details
- Legal name
- Syntegra Private Wealth Group LLC
- Headquarters
- 14567 N Outer 40 RD, Ste 225, Chesterfield, MO 63017
- Website
- Not reported
- Phone
- 314-802-7232
- @syntegra-pwg
- SEC file
- 801-126688
- Structure
- Delaware LLC
- Fiscal year end
- December
Syntegra Private Wealth Group uses Charles Schwab ($1.39B) as custodian for its separately managed accounts. Syntegra Private Wealth Group has custody of $508M in client assets for 1,320 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.39B100%
At year end, Syntegra Private Wealth Group’s separately managed accounts were mostly in funds (85%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.29B across 202 positions; the largest are Fidelity Covington Trust (12.7%), SPDR Series Trust (12.1%) and SPDR Series Trust (10.8%).
What the accounts hold
- Stocks8%
- Funds85%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash2%
- Other2%
- Cd's, adrs, cmos, lp2%
Reported 13F holdings
- $1.29B
- Reported 13F value
- 202
- Positions
- 73.3%
- In the 10 largest
- +22.7%
- Value vs. prior quarter
- Fidelity Covington Trust · Enhanced Intl12.7%
- SPDR Series Trust · ST Str P500grw12.1%
- SPDR Series Trust · ST Str R1k Lowv10.8%
- SPDR Series Trust · ST Str PR Sp15009.6%
- Vanguard Index Fds · S&P 500 ETF Shs8.3%
- J P Morgan Exchange Traded F · Income ETF5.9%
- Fidelity Merrimack Str TR · Total BD ETF4.9%
- J P Morgan Exchange Traded F · Small & Mid Cap3.8%
- Invesco Exch Traded FD TR II · Nasdaq 100 ETF2.7%
- iShares U S ETF TR · Shor Dura BD ETF2.5%
Together, the ten largest are 73.3% of reported value.
How many clients does Syntegra Private Wealth Group have?
Syntegra Private Wealth Group has 2,125 clients and manages $1.39 billion for them, as of August 2026. They include 1,758 individual clients, 354 high-net-worth individuals and 13 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 August 2026
What services does Syntegra Private Wealth Group offer?
Syntegra Private Wealth Group provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Syntegra Private Wealth Group charge?
Syntegra Private Wealth Group charges up to 1.50% a year for its Portfolio Management Services. The fee is billed in advance and is negotiable.
Source: SYNTEGRA PRIVATE WEALTH GROUP LLC ADV BROCHURE, filed 26 August 2026
Which custodians does Syntegra Private Wealth Group use?
Syntegra Private Wealth Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.39B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 August 2026
How many financial advisors does Syntegra Private Wealth Group have?
Syntegra Private Wealth Group has 12 investment adviser representatives registered with state securities authorities, out of 20 employees, and 13 perform investment advisory functions. 8 employees are registered representatives of a broker-dealer and 8 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 Syntegra Private Wealth Group invest in?
At the end of its last fiscal year, Syntegra Private Wealth Group’s separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 2% cash and equivalents, 2% other, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds. The 2% other category is described as: CD'S, Adrs, Cmos, LP.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Syntegra Private Wealth Group?
Syntegra Private Wealth Group is owned through a holding company by Thomas Burke and Jeffrey Fiehler. Its direct owner is MV High Performance, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 August 2026
How does Syntegra Private Wealth Group get paid?
Syntegra Private Wealth Group is paid through a percentage of assets under management 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
How do I contact Syntegra Private Wealth Group?
Syntegra Private Wealth Group’s main office is at 14567 N Outer 40 RD, Ste 225, Chesterfield, MO 63017. Its phone number is 314-802-7232.