RIA Intel›Advisers›Texas›FINANCIAL SYNERGIES WEALTH ADVISORS, INC.

FINANCIAL SYNERGIES WEALTH ADVISORS, INC.

Advisory

N·HOUSTON, TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$1.8B
1-Year AUM Growth
+21.6%
3-Year CAGR
+12.2%
Employees
16
Assets Under Management
Total AUM$1.8B
Discretionary AUM$1.8B
Non-Discretionary AUM$14M
Discretionary %99.2%
Total Clients879
Team
Total Employees16
Investment Advisers21
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record74
First FilingJan 31, 2001
Latest FilingMar 30, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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