SYNERGIST PRIVATE WEALTH LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
NEW ORLEANS, Louisiana
CRD number
312555
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

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

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • DINU TISE

    Managing MemberCRD 4609240

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth