# HNW Synergy Advisors, LLC

> HNW Synergy Advisors, LLC is a state-registered investment advisory firm, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated November 27, 2024.

- CRD: 299772
- Filed as: HNW SYNERGY ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: November 27, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299772
- AdvisorCensus page: https://advisorcensus.com/firm/hnw-synergy-advisors-llc-299772

## Quick answers

**How is HNW Synergy Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), HNW Synergy Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is HNW Synergy Advisors, LLC registered with the SEC or a state?**
HNW Synergy Advisors, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299772.

**Does HNW Synergy Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299772

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [hnwsynergyadvisors.biz](https://hnwsynergyadvisors.biz)
- [hnwsynergyadvisors.com](https://hnwsynergyadvisors.com)
- [hnwsynergyadvisors.net](https://hnwsynergyadvisors.net)
- [hnwsynergyadvisors.org](https://hnwsynergyadvisors.org)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. HNW Synergy Advisors, LLC (CRD 299772): Form ADV filing data as of October 2026.