SYNERGY WEALTH ADVISORS, LLC

SYNERGY WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 150155). Regulatory assets under management: $20.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 150155
• Type: Registered investment adviser
• Phone: (225) 939-0531
• Latest filing: 2026-03-27
• Regulatory AUM: $20.0M
• Non-discretionary AUM: $20.0M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150155 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search