Zynergy Retirement Planning
Zynergy Retirement Planning is an SEC-registered wealth manager in Red Bank, NJ with $173.0M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Zynergy Retirement Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143861, SEC 801-129005, data through 2026-06-03.
- AUM (assets under management / regulatory AUM)
- $173.0M (2026-06-03)
- Firm type
- Wealth Manager
- Location
- Red Bank, NJ
- Employees
- 6
- Clients
- 172
- CRD
- 143861
- Ownership
- ZACHARCZYK, RYAN, PATRICK; ZACHARCZYK, MICHELA, MARIE
How much AUM does Zynergy Retirement Planning have?
Zynergy Retirement Planning reported $173.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-03).
Who owns Zynergy Retirement Planning?
Disclosed owners and executives of Zynergy Retirement Planning include ZACHARCZYK, RYAN, PATRICK, ZACHARCZYK, MICHELA, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.