Sygnus Wealth PR LLC

Overview

Sygnus Wealth PR LLC is a state registered investment adviser based in Guaynabo, PR, registered since 2024. It reports $59.6M in assets under management across 61 accounts, with 2 employees. It has 1 investment adviser representatives.

Reported AUM

$59.6M

Discretionary

100%

Accounts

61

Average account

$976K

Employees

2

Advisory reps

1

Registered since

2024

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 3 of 6

• Pablo C Penaloza Chief Compliance Officer CRD 7720596
• Berisford Grey Director CRD 7531310
• Elizabeth James Director CRD 8226255

3 more executive officers, with direct contact details

Advisory reps 1 of 1

• Fernando Jorge Padro Investment Adviser Rep CRD 3020788

Location

Headquarters

17 Calle 2 Ste 640
Guaynabo, PR 00968

County

Guaynabo

Metro area

San Juan-Bayamon-Caguas, PR

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: sygnusgroup.com

Every state, with registration dates

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