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- Custodian
- Charles Schwab & Company · JP Morgan · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-23-2003
- Office Locations
- 1
Office Locations
About Synergist Wealth Advisors
Synergist Wealth Advisors is a California RIA serving retail and institutional clients with financial planning and portfolio management, including tax/estate planning, retirement and charitable strategies, and insurance guidance. Investment implementation spans public equity, ETFs, and U.S. government/agency and investment-grade bonds with an emphasis on asset allocation and risk management. Presence in both the Monterey Bay and San Francisco Bay areas; custody includes Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Paula F. De Vos
Advisor, President
- CRD
- #4320748
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,136,822 | -- |
| Non-Discretionary | $6,111,074 | -- |
| Total | $37,247,896 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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