Form D Explorer

Financial Synergies Wealth Advisors, Inc.

CIK 2017868 · Corporation · Inc. TEXAS · HOUSTON, TX · Other Banking and Financial Services

Find website on Google

Sign up to follow

Filings

1

Total offered

$7M

Total sold

$7M

Activity

Mar 5, 2025
through Mar 5, 2025

Contact info

Log in to look up an email or website for this issuer.

Likely investment adviser (not guaranteed)

Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.

FINANCIAL SYNERGIES WEALTH ADVISORS, INC.
high CRD 801-30106
SUMMIT FINANCIAL WEALTH ADVISORS, LLC
medium CRD 801-79686
ADVISORS FINANCIAL, INC.
medium CRD 801-68238
THE FINANCIAL ADVISORS, LLC
medium CRD 801-68921

Form D filings (1)

0002017868-25-000003
D · Mar 5, 2025 · Other Banking and Financial Services

Offering: $6,974,600

Sold: $6,974,600