# 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)

| Name | Role | Location |
| --- | --- | --- |
| BRYAN ZSCHIESCHE | Executive Officer | HOUSTON, TX |

## More

- [CIK 2017868 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2017868&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0002017868-25-000003.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing 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.