SYNERGY WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2025

Total AUM

$127M

Discretionary

$126M

99% of AUM

Avg account

$210K

Accounts

604

Employees

Advisory reps

Firm details

Headquarters: GRAND RAPIDS, Michigan
CRD number: 174633
Registered since: September 10, 2025
Website: www.synergywm.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI49.14%
Individuals43.62%
Pension & Profit Sharing Plans7.24%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Synergy Wealth Management, LLC is an independent registered investment adviser organized as an LLC that primarily serves individual and family clients. The firm combines ongoing portfolio management with financial planning and client education—offering workshops and seminars in addition to one-on-one planning. Advisory services explicitly include portfolio management for individuals and small businesses as well as pension consulting services. Compensation is flexible: the firm charges based on a percentage of assets under management and also offers hourly and fixed-fee arrangements. Strategically, Synergy Wealth Management centers client portfolios around public funds and mutual funds while supplementing allocations with externally managed alternative strategies and corporate debt. The firm does not position itself as an ESG-focused allocator. It was recognized by FA Magazine in 2020 among Top RIA Firms.