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SYNERGY WEALTH MANAGEMENT, LLC

dba SYNERGY WEALTH MANAGEMENT, LLC · CRD 174633 · Registered Investment Adviser

SYNERGY WEALTH MANAGEMENT, LLC is a Registered Investment Adviser headquartered in GRAND RAPIDS, MI. The firm reports $127,112,499 in regulatory assets under management across 604 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$126,247,774
Non-discretionary$864,725
Total RAUM$127,112,499
Accounts604

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 174633. adviserinfo.sec.gov/firm/summary/174633.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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