Synergy Wealth Management
RIAState Registered
Total AUM
$12.5M
Discretionary
$12.5M
100% of AUM
Avg account
$545K
Accounts
23
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 336819
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, ASSETMARK TRUST CO., CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.61%
- Individuals6.8%
- Corporations / Businesses2.59%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Synergy Wealth Management is an independent, Texas-registered limited liability company that serves both individual/family and institutional clients. The firm acts as a capital allocator, providing financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers. Its fee arrangements combine percentage-of-assets and fixed fees. Synergy identifies as an active ESG investor and maintains industry relationships with accounting and insurance firms to support client planning and implementation.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities29%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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