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Cynosure Portfolio Advisors LLC

● SEC registered since 2025CRD 337747SEC# 801-134251Salt Lake City, UT
Export (members)
Reg. AUM
Employees
8
Accounts
Location
Salt Lake City, UT

Cynosure Portfolio Advisors LLC assets under management

Cynosure Portfolio Advisors LLC is a registered investment adviser overseen by the SEC based in Salt Lake City, UT. The firm has been registered since 2025. It employs 8 people.

Cynosure Portfolio Advisors LLC owners & executives

13 reported
NameTitleOwnershipSince
Cynosure Wealth Advisors, LLC ControlOwnerOver 75%2025
Elyse Brittny Winter ControlChief People OfficerUnder 5%2025
Emily Marva Teran ControlChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How many employees does Cynosure Portfolio Advisors LLC have?

Cynosure Portfolio Advisors LLC reports 8 employees.

Where is Cynosure Portfolio Advisors LLC located?

Cynosure Portfolio Advisors LLC is based in Salt Lake City, UT and has been SEC-registered since 2025.

Does Cynosure Portfolio Advisors LLC disclose fund performance?

Cynosure Portfolio Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address111 South Main Street, Suite 2350, Salt Lake City, UT 84111
Phone801-521-3100
Fax801-883-8086
Office hours9:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo