SYNERGIST PRIVATE WEALTH LLC

Overview

Synergist Private Wealth LLC is a privately owned limited liability company that operates as an independent advisory firm and capital allocator. The firm identifies itself as an adviser that provides financial planning and the selection of other advisers, and it charges clients through a mix of percentage-of-AUM and fixed-fee arrangements. The firm is owned by an individual and is categorized as unclassified in the available dataset. The record does not provide a listed year of SEC registration. Synergist Private Wealth is not flagged as an active ESG investor, is not a multi-state adviser per the data, and is not identified as a pension consultant or a related adviser to another registered entity. The firm’s profile indicates it uses outside managers to implement certain strategies rather than managing all strategies in-house.

Investments & Alternatives