Sincerus Advisory
Sincerus Advisory is an SEC-registered wealth manager with $222.0M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Sincerus Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300559, SEC 801-119083, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $222.0M (2026-03-09)
- Firm type
- Wealth Manager
- Employees
- 4
- Clients
- 169
- CRD
- 300559
- Ownership
- WILSON, DAVID, FLORES; RYAN, DANIEL, THOMAS
How much AUM does Sincerus Advisory have?
Sincerus Advisory reported $222.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Sincerus Advisory?
Disclosed owners and executives of Sincerus Advisory include WILSON, DAVID, FLORES, RYAN, DANIEL, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.