GRAND RAPIDS, MICRD 174633Latest ADV March 30, 2026
Synergy Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated March 30, 2026, reports $127M in regulatory assets under management, 3 employees, and 604 accounts.
Assets Under Management
$127M
Employees
3
Offices
--
Total Clients
282
Primary office
GRAND RAPIDS, MI
660 CASCADE W. PARKWAY SE, SUITE 250, GRAND RAPIDS, MI, United States
Top client segmentIndividuals represent 85.1% of total clients.
Top client categories% of clientsClients
1
Individuals
85.1%
240
2
HNWI
14.9%
42
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$127Mas of March 30, 2026
Discretionary99.3%
$126M
99% of total RAUM99.3%
Non-discretionary0.7%
$865K
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$127M
Total Accounts604
10Y AUM Change+$7M (+5.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee94:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.