Synergy Wealth Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 150155
- Custodians
- TRADE-PMR INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI70%
- Individuals30%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Synergy Wealth Advisors, LLC is an independent, individual-owned RIA operating as a limited liability company that focuses on serving individuals and families. The firm acts as a capital allocator and combines financial planning with portfolio management for individuals and small businesses; it also offers adviser selection services. Fee arrangements are mixed and include a percentage-of-AUM component alongside hourly and fixed-fee engagements and other billing approaches. Synergy additionally operates as an insurance broker. The firm does not identify as an active ESG investor and is not presented as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds38%
- Exchange Traded Equities22%
- Investment Grade Corp Bonds14%
- Cash & Cash Equivalents14%
- US Government Bonds12%
Contacts
1 of 1
Charles Jantzi
PresidentCRD 2790352
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations