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SYNCHRONOUS WEALTH ADVISORS LLC
Synchronous Wealth Advisors LLC is an SEC-registered investment adviser in Solvang, CA, registered since 2025. The firm manages approximately $286 million in...
SYNCHRONOUS WEALTH ADVISORS LLC
Synchronous Wealth Advisors LLC is an SEC-registered investment adviser in Solvang, CA, registered since 2025. The firm manages approximately $286 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
What is the regulatory structure of Synchronous Wealth Advisors LLC?
Synchronous Wealth Advisors LLC is registered as an investment adviser (RIA) with the SEC or state securities authority. This registration subjects the firm to fiduciary standards and periodic reporting, distinguishing it from unregistered single-family offices (per public record).
Does Synchronous Wealth Advisors make direct investments or primarily manage portfolios?
The firm operates as an RIA, which typically involves managing client portfolios through third-party funds and securities rather than direct proprietary deals. No public evidence links Synchronous Wealth Advisors to direct company investments or fund commitments.
Who are the key decision-makers at Synchronous Wealth Advisors?
The firm's principals are not identified in public sources. As an RIA, key personnel would be disclosed on Form ADV filed with regulators, but these details are not widely published.
What minimum investment or client requirements does Synchronous Wealth Advisors have?
Such details are not publicly available. RIA firms often require accredited investor status and a minimum investment threshold, but no specific numbers are disclosed for this firm.
Is Synchronous Wealth Advisors related to any larger financial entity?
No publicly available information suggests that Synchronous Wealth Advisors is part of a larger bank, wealth manager, or family enterprise. The firm appears to operate independently.
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