Syrios Wealth Management Group
Syrios Wealth Management Group is an SEC-registered wealth manager in La Jolla, CA with $424.6M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Syrios Wealth Management Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332139, SEC 801-130855, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $424.6M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- La Jolla, CA
- Employees
- 3
- Clients
- 145
- CRD
- 332139
- Ownership
- SYRIOS, GREGORY, ANDREW; ROBERTS, KIMBERLY, ANN; PATTON, BEVERLY, JEAN
How much AUM does Syrios Wealth Management Group have?
Syrios Wealth Management Group reported $424.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Syrios Wealth Management Group?
Disclosed owners and executives of Syrios Wealth Management Group include SYRIOS, GREGORY, ANDREW, ROBERTS, KIMBERLY, ANN, PATTON, BEVERLY, JEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.