SEC Form ADV

SYNERGY WEALTH MANAGEMENT, LLC

Registered Investment AdviserMI
$127.1M
Assets Under Management
604
Total Clients
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Registration Details

Accession
CRD-174633
Location
GRAND RAPIDS, MI
Filing Date
March 30, 2026
AUM
$127.1M
Total Clients
604
Amendment
No

About this Adviser

SYNERGY WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in GRAND RAPIDS, MI, managing approximately $127.1M in assets across 604 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.