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SYNERGIST WEALTH ADVISORS LLC

Advisory

CARMEL, CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in CA
#3,757
of 5,480 advisers by AUM
Average account
$564K
across 66 accounts
AUM per adviser
$37M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$37M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$37M
Discretionary AUM$31M
Non-Discretionary AUM$6M
Discretionary %83.6%
Total Clients15
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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