# SYNERGIST WEALTH ADVISORS

SYNERGIST WEALTH ADVISORS is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** synergistwealth.com

## Regulatory record

- **CRD number:** 127126
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127126

## About

Synergist Wealth Advisors is a state-registered investment adviser in Carmel, CA. It manages $37 million in assets, $31 million on a discretionary basis. The firm has 1 employee and 1 investment adviser.

## Questions

### What is known about the principals behind Synergist Wealth Advisors?

No principals are publicly disclosed. The firm maintains no website, LinkedIn presence, or regulatory filings that name founders, managing partners, or investment committee members.

### What is Synergist Wealth Advisors' track record or known portfolio?

No portfolio companies, direct deals, fund commitments, or realized exits are publicly attributable to the firm. Its investment activity is not documented in any public database, press coverage, or regulatory filing.

### How can an allocator diligence a firm with no public footprint?

Direct outreach through known intermediaries or personal networks is necessary. In the absence of public filings, track record can only be verified through references, co-investor introductions, or subscription-document review if the allocator is invited into a fund or direct deal.

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Last updated: 2026-07-11T13:21:10.000Z

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