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THE WEALTH SYNDICATE LLC

Advisory

SILVER SPRING, MD

Data as of Feb 19, 2026 · Source: SEC Form ADV

Average account

$82K

across 80 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$5M

Non-Discretionary AUM$2M

Discretionary %69.4%

Total Clients80

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDC, MD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

80 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

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UPRAISE WEALTH ADVISORY, LLC

$6M

WMS PARTNERS, LLC

$6M

HONEYGO FINANCIAL SERVICES, LLC

$6M

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