Synergy Wealth Management, LLC
● SEC registered since 2025CRD 174633SEC# 801-134324Grand Rapids, MI
Reg. AUM
$127.1M
Employees
3
Accounts
604
Location
Grand Rapids, MI
Synergy Wealth Management, LLC assets under management
Synergy Wealth Management, LLC is an investment advisory firm registered with the SEC based in Grand Rapids, MI. The firm has been registered since 2025. It reports $127.1 million in regulatory assets under management and employs 3 people.
Synergy Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fredrick Robert Iacovoni Control | Managing Principal/Cco | Over 75% | 2015 |
Frequently asked questions
How much does Synergy Wealth Management, LLC manage?
Synergy Wealth Management, LLC reports $127.1 million in regulatory assets under management on its Form ADV.
How many employees does Synergy Wealth Management, LLC have?
Synergy Wealth Management, LLC reports 3 employees.
Where is Synergy Wealth Management, LLC located?
Synergy Wealth Management, LLC is based in Grand Rapids, MI and has been SEC-registered since 2025.
Does Synergy Wealth Management, LLC disclose fund performance?
Synergy Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 660 Cascade W. Parkway SE, Suite 250, Grand Rapids, MI 49546 |
| Phone | 616-285-7818 |
| Fax | 616-285-7819 |
| Office hours | 8:30 To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$127.1M▲ 6%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$127.1Mregulatory AUM
Discretionary $126.2MNon-discretionary $865K