Syntegra Private Wealth Group LLC is a financial advisory firm based in Chesterfield, Missouri. It currently has approximately $813,810,000 of assets under management and employs about 17 people. Syntegra Private Wealth Group LLC uses a fee structure of a percentage of assets under your management and fixed fees.

Brand Asset Management Group, Inc. (BAMG) is a registered investment adviser established in Missouri in 1992. The firm offers investment advisory services to high net worth individuals, trusts, estates, pension and profit sharing plans, charitable organizations, and corporations. BAMG's investment strategy focuses on continuous personal client consultation to identify investment goals, risk tolerance, and create customized portfolios. The firm primarily invests in securities such as mutual funds, equities, bonds, and variable annuities. BAMG provides discretionary investment management services, allowing clients to grant written authority for investment decisions. Additionally, the firm offers a turnkey wealth management service called Mosaic Wealth Management© and a program called BrandConnectSM, which utilizes an automated investment management platform. BAMG charges fees based on the market value of the client's portfolio, with annual fees ranging from 0.15% to 1.00%. The firm has no disciplinary events to report and does not charge performance-based fees. Clients have the option to choose between qualified custodians Fidelity and Charles Schwab. BAMG does not generally accept authority to vote proxies for client securities. The firm has no financial conditions impairing its ability to meet contractual commitments. Clients are encouraged to review account statements and reports provided by BAMG to ensure accuracy.

Summit Wealth Strategies, operating as Summit Wealth Strategies and Young Wealth Management Group, is a registered investment adviser based in Chesterfield, MO. Established in 2015, the firm offers asset management and investment consulting services to various clients, including individuals, high net worth individuals, trusts, estates, charitable organizations, and corporate entities. Acting as a fiduciary, the firm prioritizes client interests and provides tailored investment strategies to meet financial goals while considering risk tolerance and time horizons. Services offered include asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm charges fees based on assets under management, with rates up to 2.0% for assets up to $4,999,999.99 and 1.00% for amounts over $5,000,000. Clients may also incur additional fees for performance reporting and financial planning services. Summit Wealth Strategies utilizes fundamental analysis, Modern Portfolio Theory, and technical analysis in formulating investment advice. The firm does not charge performance-based fees and does not impose specific requirements for opening accounts. Clients have the option to direct brokerage outside the firm's recommendation. Summit Wealth Strategies does not accept referral fees and has not been involved in bankruptcy proceedings.

Larson Capital Management, LLC, based in Chesterfield, Missouri, is a real estate-focused private equity firm primarily owned by Larson Financial Holdings, LLC. The firm provides discretionary investment advice to private funds, targeting institutional-grade commercial office and industrial properties, vacation properties, multifamily developments, and opportunities in qualified opportunity zones, oil and gas, and mezzanine debt. As of 12/31/2024, Larson Capital Management had $987,542,630 in discretionary assets under management. The firm charges management fees of 2% of the Fund's net asset value, acquisition fees of 1.5% of the acquisition cost, and loan guarantor fees of 1%. Larson Capital Management also earns a performance-based fee of 20% of the profits of each Fund. The firm may utilize artificial intelligence tools to enhance internal processes but does not rely on AI for investment decisions. Larson Capital Management operates under a Code of Ethics to ensure compliance with laws and regulations, and its personnel are prohibited from engaging in principal transactions. The firm has not disclosed any disciplinary events. Larson Capital Management may have conflicts of interest related to affiliated entities and may receive referral compensation. The firm has custody of client assets and exercises full investment discretion for the Funds it advises. Clients are provided with quarterly and annual reports, and the firm has not filed for bankruptcy in the past ten years.

MBM Wealth Consultants, LLC is an SEC registered investment adviser that offers financial planning, consulting, and investment management services. The firm was established in November 2013 and transitioned to SEC registration in April 2018. As of December 31, 2024, MBM had $417,890,470 of assets under management, managed on a discretionary basis. MBM tailors its services to meet individual client needs, offering services such as business planning, retirement planning, and investment consulting. The firm primarily allocates client assets among individual debt and equity securities, options, ETFs, and mutual funds. MBM may also recommend investments in privately placed securities for accredited investors. Clients have discretion over decisions and may impose restrictions on account management. MBM charges fees based on assets under management, with annual fees ranging from 0.25% to 1.50% based on portfolio value. The firm does not engage in performance-based fees or side-by-side management. MBM utilizes fundamental, technical, and cyclical methods of analysis in managing client portfolios. The firm does not act as a custodian of client assets and does not vote client securities. MBM does not have any disciplinary events and does not provide financial information as it does not require prepayment exceeding $1,200 or have financial conditions that may impair its commitments.

Bridgewater Asset Management LLC, established in 2014, offers a range of investment advisory services, including asset management and financial planning. The firm emphasizes continuous account supervision and tailors investment strategies to meet individual client needs. Investment strategies include strategic and tactical asset allocation, long-term and short-term purchases, and option writing. Bridgewater Asset Management LLC charges fees based on a percentage of assets under management, with rates ranging from 0.80% to 1.50%. Financial planning and consulting services are offered on an hourly or flat fee basis, with hourly fees ranging up to $500 and flat fees up to $3,000. The firm recommends Charles Schwab & Co., Inc. as a custodian and broker, providing access to a wide range of investment products and services. Additionally, Bridgewater Asset Management LLC may receive support services and products from LPL Financial, benefiting the firm in managing client accounts. The firm does not have custody of client funds or securities and does not accept proxy authority to vote client securities. Clients have the option to grant investment discretion to the firm. Bridgewater Asset Management LLC has not been involved in any bankruptcy proceedings and does not require prepayment of fees exceeding $1,200.

St. Louis Financial Planners Asset Management LLC (STLFPAM) is a registered investment adviser established in 1996, offering discretionary advisory services to various clients, including individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm specializes in active management services, providing portfolio management, selection of other advisers, and active management advice in mutual funds and exchange-traded funds (ETFs). Clients have the option to choose from different investment strategies such as Dynamic Asset Allocation, Tactical Rotation, Equity Momentum, and Strategic Asset Allocation models. STLFPAM does not have custody of client funds and utilizes AXOS Advisor Services as the custodian. The firm charges fees based on a tiered schedule ranging from 1.75% to 2.50% of the account balance, payable quarterly. Clients have the right to terminate the agreement at any time without penalty. The firm's investment strategies primarily involve technical analysis and utilize ETFs, individual equities, and no-load index mutual funds. STLFPAM and its employees adhere to a Code of Ethics, emphasizing fiduciary responsibilities, ethical conduct, and client interests. The firm does not charge performance-based fees and does not have any reportable disciplinary events. The brochure also details the firm's investment strategies, risk of loss, fee structure, and other relevant consumer-facing terms.

Convergent Wealth Management, LLC is a boutique firm specializing in financial planning and portfolio management. Founded in 2009 by John P Stobbs and Jeannie N Seabaugh, the firm offers tailored financial planning services, including tax planning, insurance planning, and retirement planning. For clients paying an Assets Under Management (AUM) fee, financial planning services are complimentary. The firm manages client accounts on a limited discretionary basis, with fees ranging from 1% to 2% based on account size and complexity. Convergent utilizes various securities for portfolio management, tailoring services to individual client needs. The firm acts as a fiduciary, required to act in clients' best interests. They do not charge performance-based fees and may provide services to individuals, high net worth individuals, businesses, and non-profits. Clients have investment discretion and can set restrictions on investing. The firm does not participate in wrap-fee programs and managed approximately $116,289,000 in assets as of December 31, 2020. Convergent does not accept sales awards, participate in soft dollar activities, or vote proxies on behalf of clients. The firm requires client assets to be held by a qualified custodian and may have limited trading authority. Clients receive regular account statements and confirmations directly from the custodian. Convergent's principals, John Stobbs and Jeannie Seabaugh, have no legal or disciplinary events and maintain high ethical standards. The firm prioritizes client privacy and safeguards personal and financial information.

MarketRiders, Inc., operating as SogoTrade Asset Management, is a registered investment advisor founded in 2008 and privately owned by Sogo Financial Group, Inc. The firm offers Managed Account Services with a minimum account size of $1,000 for Core Portfolios and $25,000 for Risk Optimized Portfolios. Clients receive personalized portfolios using Exchange Traded Funds (ETFs) based on factors like investment objectives and risk tolerance. MarketRiders also provides a subscription-based internet service empowering clients to build and manage ETF portfolios. The firm's Wrap Fee Program includes an annual management fee of 0.75% for Standard Service managed accounts, with an additional fee for Enhanced Service accounts. MarketRiders does not accept performance-based fees or share in capital gains. Clients grant the firm discretion over investment decisions, with periodic reviews conducted by automated algorithms and financial advisors. MarketRiders' investment strategy is based on modern portfolio theory, focusing on asset allocation and periodic rebalancing. The firm discloses various risks associated with investments, such as interest-rate risk and market risk. MarketRiders does not receive economic benefits for advice rendered to clients and has no disciplinary actions in the past ten years. The firm's CEO, Kristopher Wallace, is a registered principal of SogoTrade, Inc., and the CEO of Forceshares, LLC. MarketRiders' Wrap Fee Brochure provides detailed information on the firm's services, fees, and compensation, as well as client requirements and investment strategies.