Syntegra Private Wealth Group Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 2,125
- Avg AUM / client
- $656K
- Accounts
- 2,125
- Employees
- 20
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,758 | $513M | 36.8% |
| High net worth individuals | 354 | $878M | 63.0% |
| Charitable organizations | 13 | $2.5M | 0.18% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Richard Fiehler | President | Dec 2012 (14y) | ≈ 18.75% – 50% via Mv High Performance, Llc | |
| Thomas Andrew Burke | Chief Executive Officer & Chief Compliance Officer | CFP Chartered Financial Consultant | Dec 2012 (14y) | ≈ 37.5% – 75% via Mv High Performance, Llc |
| Brent Alvin Roever | Registered representative | CFP | Nov 2022 (4y) | |
| Erin N Burks | Registered representative | Nov 2022 (4y) | ||
| Jessica R Brown | Registered representative | Nov 2022 (4y) | ||
| Michael William Bauer | Registered representative | Nov 2022 (4y) | ||
| Sarah Beth Hartmann Burkemper | Registered representative | CFP | Nov 2022 (4y) | |
| Terry G Moyers | Registered representative | Nov 2022 (4y) | ||
| Nathan Burke | Registered representative | CFP | Jun 2023 (3y) | |
| Payton Joseph La Foy | Registered representative | CFP | Oct 2024 (2y) | |
| Spencer Douglas Barr | Registered representative | Sep 2025 (1y) | ||
| Isaac Butler | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mv High Performance, Llc | Shareholder | Dec 2012 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jeffrey Richard Fiehler: 25% – 50% of Mv High Performance, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Thomas Andrew Burke: 50% – 75% of Mv High Performance, Llc × 75% – 100% direct ≈ 37.5% – 75% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/13/2026 | 1000 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.4B (100% of AUM) Jul 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: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗