SYNERGY WEALTH MANAGEMENT, LLC
CRD #174633 SEC #801-134324 GRAND RAPIDS, MI 616-285-7818
SEC Registered
Total AUM
$120M
Discretionary
$119.2M
Employees
3
Clients
1
Accounts
604
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $120M | $119.2M | $820.8K | 3 | 0 |
| Aug 2025 | $120M | $119.2M | $820.8K | 3 | 0 |
DateSep 2025
Total AUM$120M
Discretionary$119.2M
Non-Disc.$820.8K
Employees3
Clients0
DateAug 2025
Total AUM$120M
Discretionary$119.2M
Non-Disc.$820.8K
Employees3
Clients0