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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Synergies Wealth Advisors Inc
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|---|---|
| CRD # | 105643 |
| SEC # | 801-30106 |
| CIK # | 0002017868 |
| AUM | $1.6 B (2025-05-12) |
| Employees | 18 (83% Investors, 0% Brokers) |
| Phone | 713-623-6600 |
| Address | 4400 Post Oak Pkwy Houston, TX 77027 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Exxon Mobil Corp | 5.4 | ||
| Apple Inc | 4.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 473 | 235.1 |
| (b) Individuals (high net worth individuals) | 402 | 1,317.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 13.8 |
| (n) Other | 0 | 0.0 |
| Total | 879 | 1,566.4 |
| By Discretionary | ||
| Discretionary | 875 | 1,560.3 |
| Non-Discretionary | 4 | 6.1 |
| Total | 879 | 1,566.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,566.4 | |
| Total | 879 | 1,566.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002017868] | |
| D | [0002017868] |
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|---|---|---|
|
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PA | 1.6 |
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Wealthplan Investment Management LLC
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A&M Private Wealth Partners LLC
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FL | 1.6 |
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Rebalance LLC
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|
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Inscription Capital LLC
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TX | 1.6 |