Syrios Wealth Management Group is an SEC registered investment adviser organized as a corporation with a primary office location in La Jolla, CA. Its latest Form ADV filing, dated March 11, 2026, reports $425M in regulatory assets under management, 3 employees, and 582 accounts.
Assets Under Management
$425M
Employees
3
Offices
--
Total Clients
145
Primary office
LA JOLLA, CA
WALL STREET BUILDING, 7855 IVANHOE AVENUE, SUITE 420, LA JOLLA, CA, United States
Top client segmentIndividuals represent 54.5% of total clients.
Top client categories% of clientsClients
1
Individuals
54.5%
79
2
HNWI
40.0%
58
3
Corporations
5.5%
8
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$425Mas of March 11, 2026
Discretionary73.1%
$310M
73% of total RAUM73.1%
Non-discretionary26.9%
$114M
27% of total RAUM26.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$425M
Total Accounts582
10Y AUM Change+$425M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee48:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.