# Syrios Wealth Management Group

Syrios Wealth Management Group is a RIA based in La Jolla, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** La Jolla, United States
- **Region:** North America
- **Address:** Wichita, KS, United States
- **Assets under management:** $100M - $300M (Altss estimate)

## Regulatory record

- **CRD number:** 332139
- **SEC file number:** 801-130855
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332139

## About

Syrios Wealth Management Group is an SEC-registered investment adviser in La Jolla, CA, registered since 2024. The firm manages $425 million in assets, with $310 million on a discretionary basis. It has 3 employees and 1 investment adviser.

## Sectors

- Real Estate
- Industrial Tech
- Private Credit

## People

- Jim Syrios — Principal

## Questions

### Who runs investment decisions at Syrios Wealth Management Group?

Jim Syrios serves as the principal and directs all investment decisions. The office does not operate with a formal, separate investment committee — Syrios personally underwrites, structures, and negotiates acquisitions and private credit purchases based on his experience as an operating principal in the manufactured-housing and self-storage sectors.

### How does Syrios Wealth Management Group source proprietary deal flow?

The firm sources deals through long-standing relationships with brokers, operators, and lenders in the lower-middle-market real estate sector, primarily across Kansas, Missouri, and Texas. Syrios himself has attributed deal access to the vertically integrated operating platform, which creates visibility into distressed or off-market manufactured-housing communities and non-performing note pools that institutional bidders often overlook.

### Does Syrios Wealth Management Group participate in fund commitments or only direct deals?

The office's activity is concentrated in direct real estate acquisitions and direct private credit purchases, particularly performing and non-performing notes. There is no public evidence of fund commitments or external manager allocations, reflecting a hands-on, principal-to-principal investment posture.

### What sectors does the firm target within real estate?

The firm has a concentrated focus on cash-flowing, needs-based real estate — manufactured-housing communities and self-storage facilities. These sectors are characterized by granular tenant bases, short leases, and low capital-expenditure requirements per unit. The credit side augments this with residential and commercial mortgage note acquisitions.

## Related profiles

- [Synergy CHC Corp.](https://altss.com/profile/synergy-chc-corp)

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Last updated: 2026-07-06T01:24:26.453Z

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