$3.9M Total AUM
$3.9M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
7 yrs Firm Age
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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-24-2019
- Office Locations
- 1
Office Locations
1700 Westlake AVE N Suite 200 Seattle WA
About Synergos Advisory
Synergos Advisory is a Seattle-based RIA providing comprehensive financial planning, tax planning for equity compensation (ISOs/NSOs, RSUs, QSBS), and estate planning via Trust & Will, alongside research-driven, diversified portfolio management. Investment implementation is ETF-centric and available through platforms including Betterment and Schwab. Offers a Stock Option Analyzer to model exercise timing and tax impact.
Team overview
-- AVG AGE
$3.9M AVG AUM / ADVISOR
$87.6K AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
DAVID R UHLMANN
Chief Compliance Officer, Partner
- CRD
- #5251090
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,942,219 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,942,219 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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