Syrios Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Syrios Wealth Management Group reports 145 clients. They include 79 individual clients, 58 high-net-worth individuals, and 8 corporations and other businesses. Of its assets, 73.1% ($310M across 481 accounts) are managed with discretion; $114M across 101 accounts are not. A wrap fee program the firm both sponsors and manages holds $238M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 54% | 8% |
| High-net-worth individuals | 40% | 65% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
| Corporations and other businesses | 6% | 25% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 79 | $33.7M | 7.9% | $427K |
| High-net-worth individuals | 58 | $274M | 64.6% | $4.73M |
| Pension and profit-sharing plans | Fewer than 5 | $8.58M | 2.0% | — |
| Corporations and other businesses | 8 | $108M | 25.5% | $13.5M |
| Total | 145 | $425M | 100% | — |
- Clients
- 79
- Regulatory AUM
- $33.7M
- AUM share
- 7.9%
- Avg. per client
- $427K
- Clients
- 58
- Regulatory AUM
- $274M
- AUM share
- 64.6%
- Avg. per client
- $4.73M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.58M
- AUM share
- 2.0%
- Avg. per client
- —
- Clients
- 8
- Regulatory AUM
- $108M
- AUM share
- 25.5%
- Avg. per client
- $13.5M
Total
- Clients
- 145
- Regulatory AUM
- $425M
- 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
- 0
- Financial planning clients last fiscal year
- 0
Syrios Wealth Management Group charges up to 1.50% a year for its Wealth and Investment 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 and Consulting Services
- Financial planning and consulting fees are billed at a fixed rate in advance, vary with the client’s needs and can range up to $20,000.
Gregory Syrios owns 75% or more of Syrios Wealth Management Group. The leadership team of Syrios Wealth Management Group includes Chief Compliance Officer Kimberly Roberts. It has 3 employees, 1 of them in advisory roles.
Leadership
- Kimberly RobertsChief Compliance Officer
Gregory SyriosManaging Director
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 1 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Syrios Wealth Management Group, Inc.
Gregory Syrios
Control person · since June 2024
Syrios Wealth Management Group’s regulatory assets grew Infinity× from $0 (July 2024) to $425M (September 2026); employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $425M | 145 | 3 | 1 |
| March 2025 | $404M | 173 | 3 | 1 |
| July 2024 | $0 | 0 | 2 | 1 |
Besides its headquarters, Syrios Wealth Management Group has 0 offices, with 1 listed address in California.
California · 1 listed address
- Wall Street Building, 7855 Ivanhoe Avenue, Suite 420, La JollaHQ
Contact and registration details
- Legal name
- Syrios Wealth Management Group, Inc.
- Headquarters
- Wall Street Building, 7855 Ivanhoe Avenue, Suite 420, La Jolla, CA 92037
- Website
- syrioswmg.com
- Phone
- 858-333-6151
- SEC file
- 801-130855
- Structure
- California corporation
- Fiscal year end
- December
Syrios Wealth Management Group uses Wells Fargo Clearing Services ($425M) as custodian for its separately managed accounts. Syrios Wealth Management Group does not have custody of client assets.
- Wells Fargo Clearing ServicesWells Fargo Clearing Services, LLC · St. Louis, MO · $425M100%
At year end, Syrios Wealth Management Group’s separately managed accounts were mostly in stocks (56%) and funds (22%).
What the accounts hold
- Stocks56%
- Exchange-traded equities53%
- Non-exchange-traded equities3%
- Funds22%
- Bonds20%
- U.S. government and agency bonds11%
- Investment grade corporate bonds7%
- State and local bonds2%
- Cash2%
How many clients does Syrios Wealth Management Group have?
Syrios Wealth Management Group has 145 clients and manages $425 million for them, as of September 2026. They include 79 individual clients, 58 high-net-worth individuals, and 8 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does Syrios Wealth Management Group offer?
Syrios Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Syrios Wealth Management Group charge?
Syrios Wealth Management Group charges up to 1.50% a year for its Wealth and Investment Management Services. The fee is billed in advance and is negotiable.
Source: SYRIOS WEALTH MANAGEMENT GROUP FIRM BROCHURE, filed 14 September 2026
Which custodians does Syrios Wealth Management Group use?
Syrios Wealth Management Group’s separately managed account assets are held at Wells Fargo Clearing Services, LLC (St. Louis, MO), with $425M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026
How many financial advisors does Syrios Wealth Management Group have?
Syrios Wealth Management Group has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Syrios Wealth Management Group invest in?
At the end of its last fiscal year, Syrios Wealth Management Group’s separately managed accounts held 53% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 11% U.S. government and agency bonds, 7% investment grade corporate bonds, 3% non-exchange-traded equities, 2% state and local bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Syrios Wealth Management Group?
Syrios Wealth Management Group’s direct owner is Gregory Syrios (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026
How does Syrios Wealth Management Group get paid?
Syrios Wealth Management 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
Is Syrios Wealth Management Group registered with the SEC?
Yes, Syrios Wealth Management Group has been registered with the SEC as an investment adviser since 31 July 2024. Its CRD number is 332139 and its SEC file number is 801-130855.
Source: Form ADV Part 1A, Item 1, filed 14 September 2026; IAPD firm record
How do I contact Syrios Wealth Management Group?
Syrios Wealth Management Group’s main office is at Wall Street Building, 7855 Ivanhoe Avenue, Suite 420, La Jolla, CA 92037. Its phone number is 858-333-6151. Its website is syrioswmg.com.