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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Synergy Financial Partners LLC
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| CRD # | 305287 |
| SEC # | 801-117436 |
| CIK # | |
| AUM | $280.0 M (2025-03-21) |
| Employees | 5 (100% Investors, 40% Brokers) |
| Phone | 303-399-9999 |
| Address | 3773 Cherry Creek North Drive Denver, CO 80209 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 658 | 113.8 |
| (b) Individuals (high net worth individuals) | 278 | 104.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,198 | 221.7 |
| By Discretionary | ||
| Discretionary | 320 | 84.5 |
| Non-Discretionary | 878 | 137.2 |
| Total | 1,198 | 221.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.7 | |
| Total | 1,198 | 221.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stableford Capital LLC
✚
|
AZ | 0.3 |
|
Gutierrez Wealth Advisory LLC
✚
|
AR | 0.3 |
|
Vaughan and Company Securities Inc
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|
NJ | 0.3 |
|
Promontory Financial Planning LLC
✚
|
0.3 | |
|
Union Heritage Capital
✚
|
MI | 0.3 |
|
Asset Preservation Group Inc
✚
|
TX | 0.3 |
|
Horizon Family Wealth Inc
✚
|
IL | 0.3 |
|
Bennett Selby Investments Limited Partnership
✚
|
0.3 | |
|
Lubitz Linda S CFP PA
✚
|
FL | 0.3 |
|
Covington & Associates Inc
✚
|
NJ | 0.3 |