Form D · Other Banking and Financial Services
Financial Synergies Wealth Advisors, Inc.
Houston, TX · CIK 0002017868
Offering snapshot reported Mar 5, 2025 · SEC filing
- Reported sold
- $6.97M Offering amount: $6.97M
- Investors reported
- 8 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Jan 1, 2025 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 5, 2025 | Initial | $6,974,600 | No comparison | 8 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- Yes
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-539852
Source: Form D, filed Mar 5, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Bryan Zschiesche | Executive |
Issuer details
Industry: Other Banking and Financial Services (See others in industry)
Address:
4400 Post Oak Pkwy, Ste 200
Houston, TX, 77027
Houston, TX, 77027