Synergy Wealth Management
RIASEC Registered
Total AUM
$11.5M
Discretionary
$11.5M
100% of AUM
Avg account
$397K
Accounts
29
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 336819
- Custodians
- ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.48%
- Individuals7.52%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Synergy Wealth Management is an independent, individually owned RIA that serves high-net-worth individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and acts as a capital allocator by selecting other advisers on clients’ behalf. Its stated fee arrangements include a percentage-of-AUM component and fixed fees. Synergy identifies itself as an active ESG investor and lists affiliations with an accountant and an insurance company.
Assets & Accounts
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 Funds59%
- Exchange Traded Equities29%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
Contacts
1 of 1
Michael Schellinger
FounderCRD 6903790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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