Financial Synergies Wealth Advisors, Inc.
Filings
1
Total offered
$7M
Total sold
$7M
Activity
2025-03-05
through 2025-03-05
through 2025-03-05
Contact info
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Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
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FINANCIAL SYNERGIES WEALTH ADVISORS, INC.
high CRD 801-30106
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SUMMIT FINANCIAL WEALTH ADVISORS, LLC
medium CRD 801-79686
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ADVISORS FINANCIAL, INC.
medium CRD 801-68238
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THE FINANCIAL ADVISORS, LLC
medium CRD 801-68921
Form D filings (1)
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0002017868-25-000003D · 2025-03-05 · Other Banking and Financial ServicesOffering: $6,974,600Sold: $6,974,600