Cyndeo Wealth Partners, Llc
- Regulatory AUM
- $3.2B
- Discretionary
- $3.2B
- Clients
- 1,225
- Avg AUM / client
- $2.6M
- Accounts
- 5,330
- Employees
- 28
AUM over time
Annual snapshots from Form ADV filings · as of Jun 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 644 | $218M | 6.93% |
| High net worth individuals | 575 | $2.9B | 91.4% |
| Charitable organizations | 2 | $48.3M | 1.53% |
| Corporations and other businesses | 4 | $4.2M | 0.13% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $33.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cyndeo Income Opportunities Lp | Hedge Fund | Delaware | $33.6M | 52 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Buildwise Plan Professionals, Llc | Shrewsbury, NJ | 2024 |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Ryan Quinty | Vice President | CFP | Jun 2020 (6y) | Less than 5% |
| David Ray Lackore | Director | Jun 2020 (6y) | Less than 5% | |
| Eric Michael Branson | Director | Jun 2020 (6y) | Less than 5% | |
| Peter Frantzis | Director | Jun 2020 (6y) | Less than 5% | |
| Solomon Matthews Kilgroe | Chief Compliance Officer/President/Ceo | Jun 2020 (6y) | ≈ 18.75% – 50% via Cyndeo Holdings Llc | |
| Thomas Marshall Kidwell | Vice President | Jun 2020 (6y) | Less than 5% | |
| Adam Scott Hess | Vice President | Jun 2020 (6y) | Less than 5% | |
| Robert A Thigpen | Registered representative | Sep 2021 (5y) | ||
| Brandon David Hess | Registered representative | Feb 2022 (4y) | ||
| Michael Scott Crouch | Registered representative | Dec 2022 (4y) | ||
| Richard Thomas Havard | Registered representative | Dec 2022 (4y) | ||
| Arlene Alexander | Registered representative | Feb 2023 (3y) | ||
| Solomon Kent Kilgroe | Registered representative | Jun 2023 (3y) | ||
| Renat Mamashev | Registered representative | Nov 2023 (3y) | ||
| Ryan C Kemp | Registered representative | CFP | Mar 2024 (2y) | |
| Shawn Patrick Jiles | Registered representative | Aug 2024 (2y) | ||
| Gregory J Bourne | Registered representative | Oct 2024 (2y) | ||
| Glenn Scott Rodriguez | Registered representative | CFP | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cyndeo Holdings Llc | Member | Dec 2020 | A | 75% or more |
| Dynasty Financial Partners, Llc | Member | Jan 2022 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Solomon Matthews Kilgroe: 25% – 50% of Cyndeo Holdings Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $33.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cyndeo Income Opportunities Lp | Hedge Fund | $33.6M | $250K | 52 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Buildwise | Plan Professionals, Llc | 13,824 | $650M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $2.7B (87% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗