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SYNERGY INVESTMENT MANAGEMENT LLC
CRD 305961 · SEC 801-129970
215 NORTH WESTMONTE DRIVE, ALTAMONTE SPRINGS, FL, 32714, United States
Phone
321-203-4458
Fax
321-203-4459
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$681.5M
Discretionary AUM
$672.7M
Team
22 total employees; 16 advisory reps; 16 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1685 | $207.1M |
| High net worth individuals | 784 | $456.8M |
| Pension/profit sharing plans | 3 | $527K |
| Charitable organizations | 5 | $684K |
| Corporations/business entities | 23 | $16.3M |
States served
AZ, CA, GA, IL, LA, MD, MA, MI, NJ, NY, NC, OH, PA, SC, TN, VA, TX, NH, FL
All web addresses on file
- https://www.youtube.com/@meritwealthadvisors3173
- https://nexstageconsulting.com/
- https://www.synergywealthalliance.com/
- https://www.meritwa.com/
- https://www.facebook.com/MeritWealthAdvisors
- https://www.mywealthrealm.com/
- https://www.facebook.com/SynergyWealthAlliance
- https://www.linkedin.com/company/synergywealthalliance/
- https://x.com/SynergyWA
- https://www.linkedin.com/company/mwadvisors
- https://www.youtube.com/@SynergyWealthAlliance
Official SEC filing: View on IAPD