Synergist Wealth Advisors

Synergist Wealth Advisors (CRD# 127126) is a financial advisory firm headquartered in Carmel, CA. They manage $41,099,572 in 61 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

3855 Via Nona Marie, Carmel, CA 93923

http://synergistwealth.com

By the Numbers

Total Assets Under Management

41

MILLION
Total Number of Accounts

61

ACCOUNTS
Average Account Value

$673,763

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

Registered Investment Advisor

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 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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