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| Synergy Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 174633 |
| SEC # | 801-134324 |
| CIK # | |
| AUM | $127.1 M (2026-03-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 616-285-7818 |
| Address | 660 Cascade W Parkway SE Grand Rapids, MI 49546 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 240 | 55.4 |
| (b) Individuals (high net worth individuals) | 42 | 62.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 9.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 604 | 127.1 |
| By Discretionary | ||
| Discretionary | 603 | 126.2 |
| Non-Discretionary | 1 | 0.9 |
| Total | 604 | 127.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.1 | |
| Total | 604 | 127.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Longview Wealth Management LLC
✚
|
0.1 | |
|
Hatcher Capital Investments Inc
✚
|
AR | 0.1 |
|
Divvi Wealth Management LLC
✚
|
MO | 0.1 |
|
We Financial Group LLC
✚
|
CA | 0.1 |
|
Protocol Wealth LLC
✚
|
CO | 0.1 |
|
Growstrong Wealth Strategies LLC
✚
|
CO | 0.1 |
|
Gainspoletti Wealth Planners Advisory LLC
✚
|
MS | 0.1 |
|
BONE FIDE Wealth LLC
✚
|
NY | 0.1 |
|
ACTS Financial Advisors LLC
✚
|
VA | 0.1 |
|
Wallick Investments LLC
✚
|
SC | 0.1 |