Financial Synergies Wealth Advisors, Inc.
● SEC registered since 1987CRD 105643SEC# 801-30106Houston, TX
Reg. AUM
$1.81B
Employees
21
Accounts
928
Location
Houston, TX
Financial Synergies Wealth Advisors, Inc. assets under management
Financial Synergies Wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 1987. It reports $1.8 billion in regulatory assets under management and employs 21 people.
Financial Synergies Wealth Advisors, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara Marie Villard Control | Chief Compliance Officer/Chief Operating Officer | 5-10% | 2016 |
| Barbara Marie Villard Control | Shareholder | 5-10% | 2025 |
| Bryan David Zschiesche Control | Financial Advisor/Shareholder | 25-50% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Financial Synergies Wealth Advisors, Inc. manage?
Financial Synergies Wealth Advisors, Inc. reports $1.8 billion in regulatory assets under management on its Form ADV.
How many employees does Financial Synergies Wealth Advisors, Inc. have?
Financial Synergies Wealth Advisors, Inc. reports 21 employees.
Where is Financial Synergies Wealth Advisors, Inc. located?
Financial Synergies Wealth Advisors, Inc. is based in Houston, TX and has been SEC-registered since 1987.
Does Financial Synergies Wealth Advisors, Inc. disclose fund performance?
Financial Synergies Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4400 Post Oak Pkwy, Suite 200, Houston, TX 77027 |
| Phone | 713-623-6600 |
| Fax | 713-623-6771 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 2017868 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.81B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$1.81Bregulatory AUM
Discretionary $1.8BNon-discretionary $13.8M