Investment adviser · CRD 105643
FINANCIAL SYNERGIES
Investment adviser filing (IA)
FINANCIAL SYNERGIES WEALTH ADVISORS, INC.
HOUSTON, TX, United States · Form ADV filed Jun 24, 2026
- Regulatory AUM
- $1.81B Form ADV · Item 5.F
- Client accounts
- 928 Accounts, not individual clients
- Employees
- 21 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 558 | $1,644,064,116 | 90.8% |
| Individuals | 369 | $153,474,063 | 8.5% |
| Corporations & businesses | 1 | $13,765,736 | 0.8% |
Filing source
Form ADV 2113754 · Jun 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
4400 POST OAK PKWY, SUITE 200HOUSTON, TX, 77027, United States
CRD 105643
Filing source
Form ADV 2113754 · Jun 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.