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SYNERGY FINANCIAL PARTNERS, LLC

DENVER, CO · CRD 305287 · IAPD ↗ · sfpdenver.com · 303-399-9999

$308.7MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — SYNERGY FINANCIAL PARTNERS, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — SYNERGY FINANCIAL PARTNERS, LLC reported RAUM up 26% ($221.7M -> $280.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — SYNERGY FINANCIAL PARTNERS, LLC now reports custody of client assets ($18.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
64
April 2024 — SYNERGY FINANCIAL PARTNERS, LLC reported RAUM up 49% ($148.9M -> $221.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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