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FINANCIAL SYNERGIES
FINANCIAL SYNERGIES WEALTH ADVISORS, INC.
CRD 105643 · SEC 801-30106
4400 POST OAK PKWY, SUITE 200, HOUSTON, TX, 77027, United States
Phone
713-623-6600
Fax
713-623-6771
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.81B
Discretionary AUM
$1.80B
Team
21 total employees; 16 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 369 | $153.5M |
| High net worth individuals | 558 | $1.64B |
| Corporations/business entities | 1 | $13.8M |
States served
AL, AK, AZ, AR, CA, CO, DC, GA, IL, KS, LA, MI, NE, NV, NJ, NM, NY, NC, SC, TN, WY, MO, TX, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD