Synergist Wealth Advisors

Synergist Wealth Advisors (CRD# 127126) is a financial advisory firm headquartered in Carmel-By-The-Sea, CA. They manage $33,094,236 in 52 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Synergist Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
Paula F. De Vos
CRD#: 4320748
Heather Glen Court, Mission Street Near 8th, P.o. Box 1844, Carmel-By-The-Sea, CA 93921

Paula De Vos (CRD# 4320748) is an Investment Advisor Representative working at Synergist Wealth Advisors in Carmel-By-The-Sea, CA and has over 16 years of experience in the finance industry. Paula De Vos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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