Form D — Financial Synergies Wealth Advisors, Inc.
0002017868-25-000003 · filed Mar 5, 2025
Offering
- Industry
- Other Banking and Financial Services
- Exemptions
- 06b
- Total offering
- $6,974,600
- Total sold
- $6,974,600
- Minimum investment
- $0
- Investors
- —
- Sales commission
- —
- Finders' fees
- —
Issuer
- Name
- Financial Synergies Wealth Advisors, Inc.
- CIK
- 2017868
- Entity
- Corporation
- Jurisdiction
- TEXAS
- Year incorporated
- —
- Address
- 4400 POST OAK PKWY, STE 200
HOUSTON, TX 77027 - Phone
- 7136236600
Related persons
May not be accurate — issuers self-report this list and the SEC does not verify it. Cross-check the original SEC EDGAR filing if accuracy matters.
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BRYAN ZSCHIESCHE · Executive OfficerHOUSTON, TX Find on LinkedIn ↗
View the original filing on SEC EDGAR ↗