RIA Intel›Advisers›Louisiana›SYNERGY WEALTH ADVISORS, LLC

SYNERGY WEALTH ADVISORS, LLC

Advisory

LA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account

$333K

across 60 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$0

Non-Discretionary AUM$20M

Discretionary %0%

Total Clients45

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

45 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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PROGENY WEALTH MANAGEMENT LLC

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CANE CAPITAL MANAGEMENT, LLC

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