DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Syntegra Private Wealth Group LLC

Independent wealth managerChesterfield, MissouriCRD 323180SEC 801-126688websiteIAPD
Latest filing Aug 26, 2026
First filing on the tape Sep 2, 2022 · 24 filings
SEC status approved since Sep 30, 2022
RAUM
$1.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$1.4B individuals and HNW
Advisors
12
registered through the firm on IAPD
RAUM per advisor
$116M
derived; firm RAUM over IAPD count
Employees
20
13 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$1.4B as of Aug 26, 2026
Feb 8, 2023$814M then
HNW client RAUM$878M as of Aug 26, 2026
Feb 8, 2023$458M then
State-registered IARs (5.B.3)12 as of Aug 26, 2026
Feb 8, 20238 then
Employees (5.A)20 as of Aug 26, 2026
Feb 8, 202317 then
Private funds: no history
RAUM +17% over the last fiscal year+20% a year over threeIARs 11 to 12
Practice profile
derived from the filing of Aug 26, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
RAUM per advisor
$116MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
176derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.5MderivedHNW RAUM over HNW clients
Average account
$655,580derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.7derivedItem 5.A over advisors
Advisors per office
3.0derived4 offices incl. principal (1.F.5)
RAUM growth, one year
+17%derivedbetween the last two annual amendments
Advisor growth, one year
+9.1%derivedItem 5.B.3 between annual amendments
Client growth, one year
-14%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
Custody
$508M, 1,320 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$878M63%
  • Individuals$513M37%
  • Charitable organizations$2.5M0.2%
Individual clients
1,758reported
HNW clients
354reported
Pension plan clients
n/areported
Charitable clients
13reported
Accounts
2,125reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
$508M for 1,320 clientsreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=8.0derived
Advisors registered through the firm
12 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Sarah Beth Hartmann BurkemperCertified Financial PlannerTroy, Mo Nov 7, 202226 y3
Terry G MoyersGolden, Co Nov 7, 202214 y2
Jessica R BrownTroy, Mo Nov 7, 202210 y2
Brent Alvin RoeverCertified Financial PlannerGolden, Co Nov 7, 202219 y1
Thomas Andrew BurkeCertified Financial Planner, Chartered Financial ConsultantGolden, Co Nov 7, 202233 y2
Jeffrey Richard FiehlerGolden, Co Nov 7, 202220 y2
Erin N BurksChesterfield, MoNov 7, 202213 y3
Michael William BauerChesterfield, MoNov 7, 202225 y1
Nathan BurkeCertified Financial PlannerGolden, Co Jun 23, 202310 y0
Payton Joseph LafoyCertified Financial PlannerChesterfield, MoOct 23, 202412 y0
Spencer Douglas BarrChesterfield, MoSep 17, 202511 y0
Isaac ButlerChesterfield, MoFeb 23, 202612 y2
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Andrew Thomas Burke · Chief Executive Officer Officercontrol
      since 08/2022 · owns less than 5%
    • Richard Jeffrey Fiehler · Presidentcontrol
      since 08/2022 · owns less than 5%
    • Andrew Thomas Burke · Chief Executive Officercontrol
      since 12/2012 · owns 50% to 75% of Mv High Performance, LLC
    • Richard Jeffrey Fiehler · Presidentcontrol
      since 12/2012 · owns 25% to 50% of Mv High Performance, LLC
    Entity owners
    • Mv High Performance, LLC · Shareholder
      direct · owns 75% or more
    Related persons
    Schedule D 7.A
    • Sarah Burkemper Cpa
      insurancen
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Chesterfield, Mo · principal1220
    Golden, Co500
    Troy, Mo200
    Offices
    Schedule D 1.F, the 25 largest
    • St. Charles, MO4 employees
    • Golden, CO3 employees
    • Troy, MO2 employees
    ADV anomalies
    1 against comparable advisers; where to look, not conclusions
    • account count collapseChange between filings · filing Mar 12, 2026
      accounts (Item 5.F.2.f) moved from 4,266.0 to 2,125.0 (-50.0%) between the annual amendments of 2025-03-11 and 2026-03-12; the peer median change was +6.0% (1206 comparable advisers, 2.0th percentile of changes)
      peers: independent wealth managers, $1B to $5B (1,206) · 2.1% percentile
    How anomalies are measured
    What changed
    consecutive filings, newest first
    • Accounts · 4,266 to 2,125
      Dec 22, 2025 to Mar 12, 2026
    • Advisory employees · 12 to 13
      Dec 22, 2025 to Mar 12, 2026
    • BD registered reps · 9 to 8
      Dec 22, 2025 to Mar 12, 2026
    • Charity clients · 2 to 13
      Dec 22, 2025 to Mar 12, 2026
    • HNW clients · 300 to 354
      Dec 22, 2025 to Mar 12, 2026
    • Individual clients · 2,142 to 1,758
      Dec 22, 2025 to Mar 12, 2026
    • Assets in custody · $519M to $508M
      Dec 22, 2025 to Mar 12, 2026
    • Employees · 18 to 20
      Dec 22, 2025 to Mar 12, 2026
    • State-registered IARs · 11 to 12
      Dec 22, 2025 to Mar 12, 2026
    • Discretionary RAUM · $1.2B to $1.4B
      Dec 22, 2025 to Mar 12, 2026
    • HNW RAUM · $607M to $878M
      Dec 22, 2025 to Mar 12, 2026
    • Individual RAUM · $583M to $513M
      Dec 22, 2025 to Mar 12, 2026
    • RAUM · $1.2B to $1.4B
      Dec 22, 2025 to Mar 12, 2026
    • Accounts · 4,195 to 4,266
      Oct 31, 2024 to Mar 11, 2025
    • Charity clients · unset to 2.0
      Oct 31, 2024 to Mar 11, 2025
    • HNW clients · 280 to 300
      Oct 31, 2024 to Mar 11, 2025
    • Individual clients · 1,351 to 2,142
      Oct 31, 2024 to Mar 11, 2025
    • Assets in custody · unset to 518728475.0
      Oct 31, 2024 to Mar 11, 2025
    • Custody of client assets · false to true
      Oct 31, 2024 to Mar 11, 2025
    • Employees · 19 to 18
      Oct 31, 2024 to Mar 11, 2025
    • Financial planning clients · 1-10 to 1-10
      Oct 31, 2024 to Mar 11, 2025
    • Discretionary RAUM · $1.0B to $1.2B
      Oct 31, 2024 to Mar 11, 2025
    • HNW RAUM · $604M to $607M
      Oct 31, 2024 to Mar 11, 2025
    • Individual RAUM · $413M to $583M
      Oct 31, 2024 to Mar 11, 2025
    • RAUM · $1.0B to $1.2B
      Oct 31, 2024 to Mar 11, 2025
    • Accounts · 3,700 to 4,195
      Jan 2, 2024 to Feb 13, 2024
    • Advisory employees · 9 to 12
      Jan 2, 2024 to Feb 13, 2024
    • HNW clients · 289 to 280
      Jan 2, 2024 to Feb 13, 2024
    • Individual clients · 1,572 to 1,351
      Jan 2, 2024 to Feb 13, 2024
    • Employees · 17 to 19
      Jan 2, 2024 to Feb 13, 2024
    • State-registered IARs · 8 to 11
      Jan 2, 2024 to Feb 13, 2024
    • Discretionary RAUM · $814M to $1.0B
      Jan 2, 2024 to Feb 13, 2024
    • HNW RAUM · $458M to $604M
      Jan 2, 2024 to Feb 13, 2024
    • Individual RAUM · $356M to $413M
      Jan 2, 2024 to Feb 13, 2024
    • RAUM · $814M to $1.0B
      Jan 2, 2024 to Feb 13, 2024
    • Other offices · 2 to 3
      Feb 24, 2023 to Apr 2, 2023
    • Accounts · 3,220 to 3,700
      Dec 20, 2022 to Feb 8, 2023
    • Charity clients · 1.0 to unset
      Dec 20, 2022 to Feb 8, 2023
    • HNW clients · 99 to 289
      Dec 20, 2022 to Feb 8, 2023
    • Individual clients · 1,616 to 1,572
      Dec 20, 2022 to Feb 8, 2023
    Signals
    5 dated events
    • Stephen Joseph Eifler left Syntegra Private Wealth Group Llc for Krilogy (registered 2025-02-09)
      Jan 31, 2025 · Advisor changed firm · fact
    • Syntegra Private Wealth Group Llc reported RAUM $1.0B, up 25% from $813.8M (2024-01-02 to 2024-02-13)
      Feb 13, 2024 · RAUM change · derived
    • Neil Schraffenberger left Syntegra Private Wealth Group Llc for Charles Schwab & Co., Inc. (registered 2023-04-21)
      Apr 21, 2023 · Advisor changed firm · fact
    • 9 advisors left Arbor Point Advisors (Chesterfield, MO) for Syntegra Private Wealth Group LLC on the same day
      Dec 31, 2022 · Team lift-out · derived
    • Syntegra Private Wealth Group Llc filed its initial SEC registration (Form ADV)
      Sep 2, 2022 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business email
    syntegra@syntegrapwg.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business email
    aliciah@syntegrapwg.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business email
    alij@syntegrapwg.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business email
    joek@syntegrapwg.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business email
    joshw@syntegrapwg.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business email
    mias@syntegrapwg.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business email
    nateb@syntegrapwg.comreportedpublished by the firm, firm site, Sep 15, 2026
    Business phone
    303-782-2242reportedpublished by the firm, firm site, Sep 15, 2026
    Business phone
    303-393-2336reportedpublished by the firm, firm site, Sep 15, 2026
    Business phone
    314-754-9108reportedpublished by the firm, firm site, Sep 15, 2026
    Firm profile
    linkedin.com/company/syntegra-pwgreportedpublic record, Form ADV, Sep 17, 2026
    Website
    Syntegrapwg.comreportedpublic record, Form ADV, Sep 17, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $116Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026