| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Patrick Dibernardo Control | Managing Partner, Member | 50-75% | 2021 |
| Shane Michael Sideris Control | Principal, Chief Compliance Officer, Member | 50-75% | 2021 |
Synchronous Wealth Advisors LLC reports $163.6 million in regulatory assets under management on its Form ADV.
Synchronous Wealth Advisors LLC reports 4 employees.
Synchronous Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | (805) 697-5430 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $163.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $163.6M |