SYNERGY WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$127,112,499
Discretionary
$126,247,774
Non-discretionary
$864,725
Firm details
- CRD number
- 174633
- SEC file number
- 801-134324
- Main office
- GRAND RAPIDS, MI, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.SYNERGYWM.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.