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SYNERGY WEALTH MANAGEMENT, LLC

GRAND RAPIDS, MI · CRD 174633 · IAPD ↗ · synergywm.com · 616-285-7818

$127.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — SYNERGY WEALTH MANAGEMENT, LLC (GRAND RAPIDS, MI) is newly SEC-registered with $120.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.