# SYNERGY WEALTH MANAGEMENT, LLC

SYNERGY WEALTH MANAGEMENT, LLC of GRAND RAPIDS, MI is an SEC-registered investment adviser.

## Registration

- CRD: 174633
- Type: SEC-registered investment adviser
- SEC file number: 801-134324
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Fredrick Robert Iacovoni | MANAGING PRINCIPAL/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174633/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174633/similar
- Related entities: https://search.stillhousedata.com/firm/174633/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174633

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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.