Synergy Financial Partners, LLC
Synergy Financial Partners, LLC is an SEC-registered mass-market adviser in Denver, CO with $308.7M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Synergy Financial Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305287, SEC 801-117436, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $308.7M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Denver, CO
- Employees
- 5
- Clients
- 526
- CRD
- 305287
- Ownership
- JACOBSON, PHIL, L; LEVINE, RICHARD, JASON; RICHARD J. LEVINE FINANCIAL SOLUTIONS, INC
How much AUM does Synergy Financial Partners, LLC have?
Synergy Financial Partners, LLC reported $308.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Synergy Financial Partners, LLC?
Disclosed owners and executives of Synergy Financial Partners, LLC include JACOBSON, PHIL, L, LEVINE, RICHARD, JASON, RICHARD J. LEVINE FINANCIAL SOLUTIONS, INC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.