Synergy Wealth Management, LLC
Synergy Wealth Management, LLC is an SEC-registered mass-market adviser in Grand Rapids, MI with $127.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Synergy Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174633, SEC 801-134324, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $127.1M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Grand Rapids, MI
- Employees
- 3
- Clients
- 282
- CRD
- 174633
- Ownership
- IACOVONI, FREDRICK, ROBERT
How much AUM does Synergy Wealth Management, LLC have?
Synergy Wealth Management, LLC reported $127.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Synergy Wealth Management, LLC?
Disclosed owners and executives of Synergy Wealth Management, LLC include IACOVONI, FREDRICK, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.