# The Wealth Syndicate

The Wealth Syndicate is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/the-wealth-syndicate-llc

## Regulatory record

- **CRD number:** 282889
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282889

## About

THE WEALTH SYNDICATE LLC is a state-registered investment adviser in SILVER SPRING, MD. The firm manages $7 million in assets, $5 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Private Equity
- Venture Capital
- Real Estate
- Hedge Funds

## Questions

### Does The Wealth Syndicate participate in fund commitments or only direct deals?

The firm participates in both fund commitments and direct co-investments, according to its stated investment approach. This dual strategy allows for diversified exposure through external managers alongside higher-conviction direct positions (per the firm's official communications).

### What investment stages does The Wealth Syndicate typically target?

Within its private equity and venture capital allocations, the firm targets late-stage growth equity and buyout opportunities, alongside early-stage venture capital through fund commitments. Stage-specific focus within direct deals is not publicly specified (public record).

## Related profiles

- [Oliver Regan Advisors](https://altss.com/profile/oliver-regan-advisors-llc)

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Last updated: 2026-07-06T01:24:27.130Z

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