Overview
Assets Under Management: $127 million
Headquarters: GRAND RAPIDS, MI
High-Net-Worth Clients: 42
Average Client Assets: $1.5 million
Frequently Asked Questions
SYNERGY WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174633), SYNERGY WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SYNERGY WEALTH MANAGEMENT, LLC is headquartered in GRAND RAPIDS, MI.
SYNERGY WEALTH MANAGEMENT, LLC serves 42 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, SYNERGY WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
SYNERGY WEALTH MANAGEMENT, LLC manages $127 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, SYNERGY WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.14%
Average Client Assets: $1.5 million
Total Client Accounts: 604
Discretionary Accounts: 603
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 174633
Filing ID: 2086908
Last Filing Date: 2026-03-30 11:55:35