SYNERGIST WEALTH ADVISORS

SYNERGIST WEALTH ADVISORS of CARMEL, CA is an SEC-registered investment adviser (CRD 127126). Regulatory assets under management: $37.2M.

Registration

• CRD: 127126
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127126 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search