SYNERGY WEALTH MANAGEMENT, LLC

SYNERGY WEALTH MANAGEMENT, LLC of GRAND RAPIDS, MI is an SEC-registered investment adviser (CRD 174633). Regulatory assets under management: $127.1M.

Registration

• CRD: 174633
• SEC file number: 801-134324
• Type: Registered investment adviser
• Location: 660 CASCADE W. PARKWAY SE, SUITE 250, GRAND RAPIDS, MI, 49546
• Phone: 616-285-7818
• Latest filing: 2026-03-30
• Regulatory AUM: $127.1M
• Discretionary AUM: $126.2M
• Non-discretionary AUM: $865K
• Clients: 3
• Accounts: 604

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174633 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search