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Cynosure Wealth Advisors, LLC

OwnerCynosure Portfolio Advisors LLC

About Cynosure Wealth Advisors, LLC

Cynosure Wealth Advisors, LLC is listed as Owner at Cynosure Portfolio Advisors LLC in Salt Lake City, UT. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Cynosure Portfolio Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Cynosure Wealth Advisors, LLC work?

Cynosure Wealth Advisors, LLC is listed as Owner at Cynosure Portfolio Advisors LLC on SEC Form ADV.

How much of Cynosure Portfolio Advisors LLC does Cynosure Wealth Advisors, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Cynosure Portfolio Advisors LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2025