SYNERGY WEALTH MANAGEMENT

SYNERGY WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 336819). Regulatory assets under management: $11.5M.

Registration

• CRD: 336819
• Type: Registered investment adviser
• Phone: 713-574-6069
• Latest filing: 2026-05-27
• Regulatory AUM: $11.5M
• Discretionary AUM: $11.5M
• Clients: 1
• Accounts: 29

Business model

Compensation: % of AUM, Fixed.

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 336819 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search