S
Synergist Private Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Synergist Private Wealth LLC provides advisory services to individuals, high‑net‑worth clients, and trusts and estates, primarily through recommending third‑party managers and offering financial planning. The firm does not directly manage client assets; it acts as a liaison to TPMs, assists with paperwork, and delivers ongoing client support and reporting.
The firm’s investment process centers on selecting and monitoring registered third‑party managers: after assessing a client’s situation and objectives it recommends appropriate TPMs, reviews TPM performance and statements, and delivers TPM disclosures to clients. The firm discloses that it receives an ongoing portion of the advisory fees charged by selected TPMs and identifies that arrangement as a potential conflict of interest subject to disclosure and mitigation.
Compared with many peers, the firm discloses a prior FINRA enforcement action involving its manager (a suspension and fine in 2021), a material disclosure event that is uncommon among firms in this category. It also explicitly integrates TPM selection and monitoring with other business activities — the managing member conducts insurance sales (about 25% of his time) and manages rental real estate (~10% of his time) — which the firm identifies as additional, disclosed sources of potential conflict.
Client services
Financial planning
Selection of other advisers
Expertise
Wealth management
Fee options
Financial planning fixed fees from $500 to $10,000
All Assets+: 1.00% (SPW portion) plus additional fees charged by Third Party Manager (TPM) All Assets+: 0.70% to 1.70% (Gradient Investments portion depending on portfolio type)
Insurance product commissions earned by Investment Advisor Representatives as licensed insurance agents
Fee-only: Negotiable fixed fee ranging from $500 to $10,000 for financial planning services
Main office location
Synergist Private Wealth LLC
1515 Calliope St., Suite 102
New Orleans LA 70130, United States
Number of offices
1
Most active in
Synergist Private Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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