Synergy Wealth Management, LLC

Synergy Wealth Management, LLC (CRD# 174633) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $20,500,000 in 125 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $164,000
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
  • Pension consulting services
  • Educational seminars/workshops
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.

MI

Financial Advisors at Synergy Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Fredrick R. Iacovoni
CRD#: 2674856
660 Cascade W. Parkway Se, Suite 250, Grand Rapids, MI 49546
93
Wealthminder
score

Fredrick Iacovoni (CRD# 2674856) is an Investment Advisor Representative working at Synergy Wealth Management, LLC in Grand Rapids, MI and has over 21 years of experience in the finance industry.

2
Tyler J. Kotlarz
CRD#: 6220392
660 Cascade W. Parkway Se, Suite 250, Grand Rapids, MI 49546
89
Wealthminder
score

Tyler Kotlarz (CRD# 6220392) is an Investment Advisor Representative working at Synergy Wealth Management, LLC in Grand Rapids, MI and has over 3 years of experience in the finance industry.

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