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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| IACOVONI, FREDRICK, ROBERT | I | MANAGING PRINCIPAL/CCO | E | Control |
| IACOVONI, FREDRICK, ROBERT | I | MANAGING PRINCIPAL/CCO | E | Control |
Registrations
Federal
IA
Sep 26, 2025 REGISTERED
Notice Filings (2)
MI TX
Address
660 CASCADE W. PARKWAY SESUITE 250
GRAND RAPIDS, MI 49546
United States
Phone: 616-285-7818