Financial Synergies Wealth Advisors, Inc. — Form D

Financial Synergies Wealth Advisors, Inc. of HOUSTON, TX, a company, filed a Form D exempt-offering notice with the SEC on 2025-03-05. The offering totals $7.0M, of which $7.0M was reported sold. Industry: Other Banking and Financial Services.

Offering

• Filed: 2025-03-05
• Form: D
• Accession: 0002017868-25-000003
• Industry: Other Banking and Financial Services
• Exemptions: 06b
• Total offering: $7.0M
• Amount sold: $7.0M
• Investors: 8
• Date of first sale: 2025-01-01
• Security types: equity
• Revenue range: Decline to Disclose
• SEC file number: 021-539852

Issuer

• Name: Financial Synergies Wealth Advisors, Inc.
• CIK: 0002017868
• Entity type: Corporation
• Jurisdiction: TEXAS
• Address: 4400 POST OAK PKWY, STE 200, HOUSTON, TX, 77027
• Phone: 7136236600

Officers, directors & promoters (1)

More

• CIK 2017868 on SEC EDGAR (source of record)
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