S
$11.5M Total AUM
$11.5M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
0 yrs Firm Age
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- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-19-2025
- Office Locations
- 1
Office Locations
-- Houston TX
About Synergy Wealth Management
Synergy Wealth Management is a Houston-based RIA. The firm has been operating for 0 years. Managing $11.5M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark.
Team overview
-- AVG AGE
$11.5M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Michael Alan Schellinger
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, PRINCIPAL
- CRD
- #6903790
- 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 | $11,505,329 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,505,329 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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