SYNERGY INVESTMENT MANAGEMENT LLC

CRD 305961File 801-129970

APPROVED

Retail clients

Custody

Filing as of May 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$681.5M

Above cohort median (national)

Discretionary AUM

$672.7M

Non-discretionary $8.8M

Clients

2,500

2,500 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Apr 19, 2024
Principal office: 215 NORTH WESTMONTE DRIVE, ALTAMONTE SPRINGS, FL, 32714
Phone: 321-203-4458
Website: https://www.youtube.com/@meritwealthadvisors3173

Assets & accounts

ADV Item 5F

Total regulatory AUM: $681.5M
Discretionary AUM: $672.7M
Non-discretionary AUM: $8.8M
Discretionary accounts: 2,358
Non-discretionary accounts: 142
Total accounts: 2,500
AUM per client: $273K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	23	$16.3M
Charitable organizations	5	$684K
High net worth individuals	784	$456.8M
Pension and profit sharing plans	Fewer than 5	$527K
Individuals (other than high net worth individuals)	1,685	$207.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
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.