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SYNERGIST WEALTH ADVISORS
SYNERGIST WEALTH ADVISORS LLC
CRD 127126
3855 VIA NONA MARIE, CARMEL, CA, 93923, United States
Phone
831-626-1442
Fax
831-626-1449
Registration
— (—)
Source
State registered
Total AUM
$37.2M
Discretionary AUM
$31.1M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $30.1M |
All web addresses on file
Official SEC filing: View on IAPD