The Wealth Syndicate LLC

The Wealth Syndicate LLC (CRD# 282889) is a financial advisory firm headquartered in Silver Spring, MD. They manage $4,542,766 in 75 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
8403 Colesville Road, Suite 1100, Silver Spring, MD 20910
https://www.facebook.com/thewealthsyndicate/
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $60,570
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, MD

Financial Advisors at The Wealth Syndicate LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dewayne Ellis, financial advisor Silver Spring MD
Dewayne L. Ellis
CRD#: 4734943
8403 Colesville Road, Suite 1100, Silver Spring, MD 20910

Dewayne Ellis (CRD# 4734943) is an Investment Advisor Representative working at The Wealth Syndicate LLC in Silver Spring, MD and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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