| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara Marie Villard Schmoyer Control | Chief Compliance Officer/Chief Operating Officer | 5-10% | 2016 |
| Barbara Marie Villard Schmoyer Control | Shareholder | 5-10% | 2025 |
| Bryan David Zschiesche Control | Financial Advisor/Shareholder | 25-50% | 2013 |
Financial Synergies Wealth Advisors, Inc. reports $1.6 billion in regulatory assets under management on its Form ADV.
Financial Synergies Wealth Advisors, Inc. reports 18 employees.
Financial Synergies Wealth Advisors, Inc. is based in Houston, TX and has been SEC-registered since 1987.
Financial Synergies Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.56B |
| Non-discretionary | $6.1M |
| Total (RAUM) | $1.57B |