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SYNERGY WEALTH MANAGEMENT, LLC

CRD 174633 · SEC 801-134324

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660 CASCADE W. PARKWAY SE, SUITE 250, GRAND RAPIDS, MI, 49546, United States

Phone

616-285-7818

Fax

616-285-7819

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$127.1M

Discretionary AUM

$126.2M

Team

3 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals240$55.4M
High net worth individuals42$62.5M

States served

MI, TX

All web addresses on file

Official SEC filing: View on IAPD