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SYNERGY FINANCIAL PARTNERS, LLC
CRD 305287File 801-117436
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$308.7M
Below cohort median (national)
Discretionary AUM
$308.7M
Clients
526
1,152 accounts
Employees
5
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Oct 4, 2019
- Principal office
- 3773 CHERRY CREEK NORTH DRIVE, SUITE 780, DENVER, CO, 80209
- Phone
- 303-399-9999
- Website
- http://www.sfpdenver.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $308.7M
- Discretionary AUM
- $308.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,152
- Non-discretionary accounts
- 0
- Total accounts
- 1,152
- AUM per client
- $587K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $17.2M |
| High net worth individuals | 83 | $155.1M |
| Individuals (other than high net worth individuals) | 428 | $136.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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 11This 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.