# Synergy Wealth Management

> Synergy Wealth Management is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 336819
- Filed as: SYNERGY WEALTH MANAGEMENT
- Legal name: Synergy Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336819
- AdvisorCensus page: https://advisorcensus.com/firm/synergy-wealth-management-336819

## Quick answers

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

**Is Synergy Wealth Management registered with the SEC or a state?**
Synergy Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336819.

**How much does Synergy Wealth Management manage?**
Synergy Wealth Management reports $12,526,650 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary).

**What types of clients does Synergy Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5); individuals (other than high net worth individuals) (4); corporations or other businesses not listed above (1).

**Does Synergy Wealth Management 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/336819

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $12,526,650
- Discretionary: $12,526,650
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $851,476 |
| High net worth individuals | 5 | $11,350,332 |
| Corporations or other businesses not listed above | 1 | $324,842 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- synergywealth.us
- LinkedIn @michaelschellinger

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Synergy Wealth Management (CRD 336819): Form ADV filing data as of October 2026.