# SYNERGIST WEALTH ADVISORS

SYNERGIST WEALTH ADVISORS of CARMEL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 127126
- Type: SEC-registered investment adviser
- Location: 3855 VIA NONA MARIE, CARMEL, CA, 93923
- Phone: 831-626-1442
- Latest filing: 2026-03-26
- Regulatory AUM: $37.2M
- Discretionary AUM: $31.1M
- Non-discretionary AUM: $6.1M
- Clients: 1
- Accounts: 66

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127126/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127126/similar
- Related entities: https://search.stillhousedata.com/firm/127126/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127126

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.