# SYNERGY FINANCIAL PARTNERS, LLC

SYNERGY FINANCIAL PARTNERS, LLC of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 305287
- Type: SEC-registered investment adviser
- SEC file number: 801-117436
- Location: 3773 CHERRY CREEK NORTH DRIVE, SUITE 780, DENVER, CO, 80209
- Phone: 303-399-9999
- Latest filing: 2026-03-27
- Regulatory AUM: $308.7M
- Discretionary AUM: $308.7M
- Clients: 5
- Accounts: 1,152

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Phil L Jacobson | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Richard Jason Levine | OWNER | — |
| LEVINE SETH JASON | MANAGING MEMBER; OWNER | — |
| JACOBSON PHIL L | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 303-501-8701 |
| — | — | 1 | 303-501-8701 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305287/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305287/similar
- Related entities: https://search.stillhousedata.com/firm/305287/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305287

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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.