| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Andrew Syrios Control | Managing Director | Over 75% | 2024 |
| Kimberly Ann Roberts Control | Chief Compliance Officer | Under 5% | 2024 |
Syrios Wealth Management Group, Inc. reports $403.9 million in regulatory assets under management on its Form ADV.
Syrios Wealth Management Group, Inc. reports 3 employees.
Syrios Wealth Management Group, Inc. is based in La Jolla, CA and has been SEC-registered since 2024.
Syrios Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | Wall Street Building, 7855 Ivanhoe Avenue, Suite 420, La Jolla, CA 92037 |
| Phone | 858-333-6151 |
| Fax | 858-333-4022 |
| Office hours | 6:30 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $241.9M |
| Non-discretionary | $161.9M |
| Total (RAUM) | $403.9M |