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| Keyboard |
| Synergy Financial Partners LLC
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|---|---|
| CRD # | 305287 |
| SEC # | 801-117436 |
| CIK # | |
| AUM | 308.7 M (2026-03-27) |
| 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) | 428 | 136.3 |
| (b) Individuals (high net worth individuals) | 83 | 155.1 |
| (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 | 15 | 17.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,152 | 308.7 |
| By Discretionary | ||
| Discretionary | 1,152 | 308.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,152 | 308.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 308.7 | |
| Total | 1,152 | 308.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Beacon Financial Strategies Corp
✚
|
NC | 309.4 M |
|
The American Institute for Advanced Investment Management LLP
✚
|
AZ | 309.3 M |
|
Milestone Asset Management Group LLC
✚
|
CT | 309.0 M |
|
Meriwether Wealth & Planning LLC
✚
|
LA | 308.9 M |
|
Finivi Inc
✚
|
MA | 308.4 M |
|
Covington & Associates Inc
✚
|
NJ | 308.2 M |
|
Broadway Wealth Solutions Inc
✚
|
TX | 308.1 M |
|
TKG Advisors LLC
✚
|
IN | 308.0 M |
|
AllSquare Wealth Management LLC
✚
|
NY | 307.8 M |
|
Marathon Wealth Advisors LLC
✚
|
MA | 307.8 M |