{"@context":{"@vocab":"https://schema.org/"},"@type":"FinancialService","@id":"https://api.ai-analytics.org/adviser/105643#adviser","name":"FINANCIAL SYNERGIES WEALTH ADVISORS, INC.","alternateName":"FINANCIAL SYNERGIES","identifier":[{"@type":"PropertyValue","propertyID":"CRD number","value":"105643"},{"@type":"PropertyValue","propertyID":"SEC file number","value":"801-30106"},{"@type":"PropertyValue","propertyID":"SEC CIK","value":"2017868"}],"address":{"@type":"PostalAddress","addressLocality":"HOUSTON","addressRegion":"TX","postalCode":"77027","addressCountry":"United States"},"url":"https://www.linkedin.com/company/financialsynergies","description":"FINANCIAL SYNERGIES WEALTH ADVISORS, INC. is a Registered Investment Adviser based in HOUSTON, TX. Reports $1,811,303,915 in regulatory assets under management. Has 3 Form ADV Item 11 disciplinary disclosure(s).","additionalProperty":[{"@type":"PropertyValue","propertyID":"Adviser type","value":"Registered Investment Adviser"},{"@type":"PropertyValue","propertyID":"SEC status","value":"Approved"},{"@type":"PropertyValue","propertyID":"Regulatory AUM (USD)","value":1811303915},{"@type":"PropertyValue","propertyID":"Number of accounts","value":928},{"@type":"PropertyValue","propertyID":"Employees","value":21},{"@type":"PropertyValue","propertyID":"Private funds managed","value":0},{"@type":"PropertyValue","propertyID":"Item 11 disclosures","value":"3 (Regulatory)"}],"sameAs":["https://adviserinfo.sec.gov/firm/summary/105643","https://reports.adviserinfo.sec.gov/reports/ADV/105643/PDF/105643.pdf"],"isAccessibleForFree":true,"license":"https://creativecommons.org/publicdomain/zero/1.0/","_source":{"data_provider":"AI Analytics","data_provider_url":"https://api.ai-analytics.org","license":"https://creativecommons.org/publicdomain/zero/1.0/","primary_source":"https://adviserinfo.sec.gov/","primary_source_dataset":"https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers","generated_at":"2026-06-26T17:44:55.975Z"}}