SYNERGY WEALTH MANAGEMENT, LLC

CRD 174633File 801-134324

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$127.1M

Bottom 25% of cohort (national)

Discretionary AUM

$126.2M

Non-discretionary $865K

Clients

282

604 accounts

Employees

Bottom 25% of cohort in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Sep 10, 2025
Principal office: 660 CASCADE W. PARKWAY SE, SUITE 250, GRAND RAPIDS, MI, 49546
Phone: 616-285-7818
Website: HTTP://WWW.SYNERGYWM.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $127.1M
Discretionary AUM: $126.2M
Non-discretionary AUM: $865K
Discretionary accounts: 603
Non-discretionary accounts: 1
Total accounts: 604
AUM per client: $451K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	42	$62.5M
Pension and profit sharing plans	Fewer than 5	$9.2M
Individuals (other than high net worth individuals)	240	$55.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.