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| Financial Synergies Wealth Advisors Inc
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|---|---|
| CRD # | 105643 |
| SEC # | 801-30106 |
| CIK # | 0002017868 |
| AUM | 1,811.3 M (2026-06-24) |
| Employees | 21 (76% Investors, 0% Brokers) |
| Phone | 713-623-6600 |
| Address | 4400 Post Oak Pkwy Houston, TX 77027 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002017868 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Micron Technology Inc | 19.8 | ||
| Apple Inc | 12.5 | ||
| Sandisk Corp | 11.0 | ||
| Caterpillar Inc | 9.6 | ||
| Western Digital Corp | 7.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 369 | 153.5 |
| (b) Individuals (high net worth individuals) | 558 | 1,644.1 |
| (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 | 0 | 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 | 1 | 13.8 |
| (n) Other | 0 | 0.0 |
| Total | 928 | 1,811.3 |
| By Discretionary | ||
| Discretionary | 927 | 1,797.5 |
| Non-Discretionary | 1 | 13.8 |
| Total | 928 | 1,811.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.9 | |
| United States Persons | 1,804.4 | |
| Total | 928 | 1,811.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002017868] | |
| D | [0002017868] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
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