Synergist Wealth Advisors

Financial planning in Carmel, CA

State registeredNo commissions reported

Call (831) 626-1442 Send a message Map ↗

Public-record details

Address: 3855 Via Nona Marie, Carmel, CA 93923
Phone: (831) 626-1442
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name: Synergist Wealth Advisors LLC
CRD number: 127126
Registration: State registered: CA
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management: $37.2 million
Accounts managed: 66
Clients reported (Form ADV 5.D): 15
Individual / high-net-worth clients: 0 / 15
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: Yes — see IAPD for details
Latest Form ADV filing: 2026-03-26

State registered (CA) investment adviser, CRD 127126, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 127126 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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