Syntegra Private Wealth Group, LLC
Syntegra Private Wealth Group, LLC is a Missouri-based Registered Investment Adviser (RIA) headquartered in Chesterfield, MO. The firm primarily serves individual and high net worth clients with comprehensive wealth management, financial planning, and investment management services. Founded in the early 2020s, Syntegra employs a team of Certified Financial Planners and Wealth Advisors focused on personalized solutions. As of 2025, the firm manages over $1 billion in assets and employs around 18-19 professionals.
Investment Strategy
Syntegra Private Wealth Group provides personalized investment management and financial planning services with a focus on diversified portfolios for individuals, especially high net worth clients. The firm emphasizes tailored strategies leveraging both active and passive vehicles, with holdings spanning equities, ETFs, and other managed accounts. Portfolio construction is guided by client risk tolerance, financial objectives, and long-term growth potential, managed on a fully discretionary basis. Their approach reflects a balance between market opportunities and disciplined risk management, with notable allocations to major index funds and blue-chip stocks.
Top Holdings
Equity Positions (183)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPYG | SPDR SERIES TRUST | 12.81% | $135.8M | 1,299,719 | $58.63 | $104.51 | +$11.8M |
L LGLV | SPDR SERIES TRUST | 12.54% | $133.0M | 746,658 | $144.59 | $178.16 | +$11.0M |
S SPTM | SPDR SERIES TRUST | 11.46% | $121.6M | 1,507,600 | $59.77 | $80.65 | +$5.7M |
V VOO | VANGUARD INDEX FDS | 7.71% | $81.8M | 133,552 | $571.11 | $612.38 | +$15.2M |
F FENI | FIDELITY COVINGTON TRUST | 7.57% | $80.3M | 2,275,130 | $33.35 | $35.28 | +$11.1M |