Synergist Private Wealth LLC
Firm details
- Headquarters
- New Orleans, Louisiana
- CRD number
- 312555
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Synergist Private Wealth LLC is organized as a limited liability company owned by an individual and identifies itself as a capital allocator and advisory firm. Its advisory work centers on financial planning and the selection of other advisers, and the firm charges clients via both a percentage-of-AUM model and fixed fees. The snapshot indicates the firm does not self-identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser to another registered entity. The firm's SEC registration year is not listed.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Dinu Tise
Managing MemberCRD 4609240
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New Orleans, LA
Orleans
Location
New Orleans, LA
Headquartered in New Orleans, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Orleans
- Address
- 1515 Calliope St
- Time zone
- CT (UTC-6)
- Office locations
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