SYNERGIST PRIVATE WEALTH LLC

SYNERGIST PRIVATE WEALTH LLC of NEW ORLEANS, LA is an SEC-registered investment adviser (CRD 312555). This firm reports disciplinary history on Form ADV.

Registration

• CRD: 312555
• Type: Registered investment adviser
• Location: 1515 CALLIOPE ST., SUITE 102, NEW ORLEANS, LA, 70130
• Phone: 504-339-7373
• Latest filing: 2026-06-02
• Clients: 1

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312555 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search