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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SYRIOS WEALTH MANAGEMENT GROUP

SYRIOS WEALTH MANAGEMENT GROUP, INC., CRD 332139

LA JOLLA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1c4b2a5a-40c6-da7a-7690-70be0e4cc7e1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Jul 1, 2024 to Sep 14, 2026
6 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.73 fund_share=0.0 institutional_share=0.02 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $425MItem 5.F on the latest filing (2026-09-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $310M
Private client RAUM: $308MderivedItem 5.D individuals plus high net worth individuals
Private client share: 73%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $212Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 582
Individual clients: 79
High net worth clients: 58
SEC number: 801-130855
CRD: 332139
Filings on the tape: 6
First filed: Jul 1, 2024
Latest filed: Sep 14, 2026
Organised: Corporation, CA
Website: syrioswmg.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GREGORY ANDREW SYRIOS	Certified Financial Planner	La Jolla, CA	1	33	2	no
BEVERLY JEAN PATTON	n/a	LA JOLLA, CA	1	19	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ROBERTS, KIMBERLY, ANN	CHIEF COMPLIANCE OFFICER	Na	yes	10/2024	Nov 21, 2024	Nov 21, 2024
SYRIOS, GREGORY, ANDREW	MANAGING DIRECTOR	E	yes	06/2024	Jul 1, 2024	Nov 21, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$425M	$310M	3	1	0	n/a	n/a
2024	Mar 11, 2025	$404M	$242M	3	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$425M	$404M	5.1%	n/a	n/a	3	3	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	2	Nov 13, 2024	Oct 21, 2024	LA JOLLA, CA	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (2)

← GREGORY ANDREW SYRIOSAdvisorregistration: current employment
Oct 21, 2024 to presentfactForm ADV
← BEVERLY JEAN PATTONAdvisorregistration: current employment
Oct 21, 2024 to presentfactForm ADV

Controls (2)

← ROBERTS, KIMBERLY, ANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 21, 2024 to Nov 21, 2024factForm ADV
← SYRIOS, GREGORY, ANDREWOwnerMANAGING DIRECTOR, ownership code E, individual
Jul 1, 2024 to Nov 21, 2024factForm ADV

Moved with (1)

← WELLS FARGO ADVISORSRegistered adviser2 advisors, team lift out, same day
Nov 13, 2024 to Oct 21, 2024factForm ADV

Dated events

Occurred
Nov 21, 2024
Control person left
Jean Beverly Patton (Chief Compliance Officer) no longer on Schedule A of Syrios Wealth Management Group (listed 2024-07-01, absent 2024-11-21)
Form ADVobserved 4 days ago
Occurred
Nov 21, 2024
Control person joined
Ann Kimberly Roberts (Chief Compliance Officer) appeared on Schedule A of Syrios Wealth Management Group
Form ADVobserved 4 days ago
Occurred
Nov 13, 2024
Team lift-out
2 advisors left Wells Fargo Advisors (LA Jolla, CA) for Syrios Wealth Management Group on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jul 1, 2024
First Form ADV filing
Syrios Wealth Management Group filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1c4b2a5a-40c6-da7a-7690-70be0e4cc7e1
First observed: Jul 1, 2024
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SYRIOS WEALTH MANAGEMENT GROUP

SYRIOS WEALTH MANAGEMENT GROUP, INC., CRD 332139

LA JOLLA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1c4b2a5a-40c6-da7a-7690-70be0e4cc7e1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:46 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GREGORY ANDREW SYRIOS

Certified Financial Planner

La Jolla, CA

BEVERLY JEAN PATTON

n/a

LA JOLLA, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ROBERTS, KIMBERLY, ANN

CHIEF COMPLIANCE OFFICER

yes

10/2024

Nov 21, 2024

SYRIOS, GREGORY, ANDREW

MANAGING DIRECTOR

yes

06/2024

Jul 1, 2024

Nov 21, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$425M

$310M

n/a

2024

Mar 11, 2025

$404M

$242M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$425M

$404M

5.1%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Nov 13, 2024

Oct 21, 2024

LA JOLLA, CA

Team lift out

Wirehouse to new firm

0.0%