# Synergy Wealth Management, LLC

> Synergy Wealth Management, LLC is an SEC-registered investment advisory firm in Grand Rapids, MI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 174633
- Filed as: SYNERGY WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grand Rapids, MI
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174633
- AdvisorCensus page: https://advisorcensus.com/firm/synergy-wealth-management-llc-grand-rapids-mi-174633

## Quick answers

**How is Synergy Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Synergy Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Synergy Wealth Management, LLC located?**
Synergy Wealth Management, LLC's principal office is in Grand Rapids, MI, according to its Form ADV.

**Is Synergy Wealth Management, LLC registered with the SEC or a state?**
Synergy Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 174633.

**How much does Synergy Wealth Management, LLC manage?**
Synergy Wealth Management, LLC reports $127,112,499 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (99% discretionary).

**What types of clients does Synergy Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (240); high net worth individuals (42).

**Which custodians does Synergy Wealth Management, LLC use?**
Synergy Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Synergy Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174633

**What changed in Synergy Wealth Management, LLC's recent Form ADV filings?**
In the December 2025 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $127,112,499
- Discretionary: $126,247,774
- Non-discretionary: $864,725

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 240 | $55,447,605 |
| High net worth individuals | 42 | $62,465,624 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $9,199,270 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- synergywm.com
- Facebook @SYNERGY-WEALTH-MANAGEMENT-193887053977418
- LinkedIn @SYNERGY-WEALTH-MANAGEMENT

## Changes in the filing (last 12 months)

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Synergy Wealth Management, LLC (CRD 174633): Form ADV filing data as of October 2026.