Investment adviser · CRD 307781

CYNDEO WEALTH PARTNERS

Investment adviser filing (IA)

CYNDEO WEALTH PARTNERS, LLC

ST. PETERSBURG, FL, United States · Form ADV filed Aug 13, 2026

Regulatory AUM: $3.15B
Client accounts: 5,330
Employees: 28
Advisory professionals: 27

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	575	$2,880,530,763	91.4%
Individuals	644	$218,455,898	6.9%
Charities	Fewer than 5	$48,276,870	1.5%
Corporations & businesses	Fewer than 5	$4,225,833	0.1%

Filing source

Form ADV 2125762 · Aug 13, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CYNDEO INCOME OPPORTUNITIES LPOther Private Fund · Last reported Aug 13, 2026$39MGross asset value

Form D fundraising filings

Cyndeo Income Opportunities LP

Fund administrator NAV CONSULTING OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE US NEW YORK, New York, United States

Custodian TD BANK CHERRY HILLS, New Jersey, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE US
PCAOB 34

Fund details & source

Fund ID: 805-8844072140
Reported beneficial owners: 67
Minimum commitment: $250K
Form D file number: 021-453412

Form ADV 2125762 · Aug 13, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CYNDEO INCOME OPPORTUNITIES LPHedge Fund · Last reported Aug 28, 2024$33.6MGross asset value

Fund administrator NAV CONSULTING OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor SPICER JEFFRIES LLP DENVER, Colorado, United States

Custodian TD BANK CHERRY HILLS, New Jersey, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SPICER JEFFRIES LLP
PCAOB 349

Fund details & source

Fund ID: 805-4052885665
Reported beneficial owners: 52
Minimum commitment: $250K

Form ADV 1898392 · Aug 28, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 13, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

300 1ST AVENUE SOUTH, 3RD FLOOR
ST. PETERSBURG, FL, 33701, United States

CRD 307781

Filing source

Form ADV 2125762 · Aug 13, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.