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Synergy Wealth Management, LLC

● SEC registered since 2025CRD 174633SEC# 801-134324Grand Rapids, MI
Export (members)
Reg. AUM
$120M
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 $120 million in regulatory assets under management and employs 3 people.
www.synergywm.comView on SEC.gov ↗

Synergy Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Fredrick Robert Iacovoni ControlManaging Principal/CcoOver 75%2015

Frequently asked questions

How much does Synergy Wealth Management, LLC manage?

Synergy Wealth Management, LLC reports $120 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

Address660 Cascade W. Parkway SE, Suite 250, Grand Rapids, MI 49546
Phone616-285-7818
Fax616-285-7819
Office hours8:30 To 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$119.2M
Non-discretionary$821K
Total (RAUM)$120M