SYRIOS WEALTH MANAGEMENT GROUP, INC.
DBA: SYRIOS WEALTH MANAGEMENT GROUP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $424.6M |
| Discretionary | $310.3M73% of AUM |
| Non-Discretionary | $114.3M |
| Client Accounts | 582 |
| Avg Account Size | $730K |
| Employees | 3 |
| Peak AUM | $424.6MMar 2026 |
| AUM CAGR |
AUM by Client Type
Total AUM
$425M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $425M | +5.1% | — | — | — |
| Discretionary AUM | $310M | +28.2% | |||
Key Metrics
| Total AUM | $424.6M |
| Discretionary | $310.3M |
| Employees | 3 |
| Client Accounts | 582 |
| Client Range | 0 |
Contact & Location
Address
WALL STREET BUILDING
LA JOLLA CA 92037
Phone
858-333-6151
Filing History
5 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$310M
73.1% of AUM
Non-Discretionary
$114M
26.9% of AUM
Disc. mix ▲ 13.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported