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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SYNERGY FINANCIAL PARTNERS, LLC

CRD 305287

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:08f085cb-db18-6e27-640b-1906e5ee0462

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Sep 5, 2019 to Mar 27, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $309MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $309M
Private client RAUM: $291MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $61.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,152
Individual clients: 428
High net worth clients: 83
Custody, client assets: $28.3M
SEC number: 801-117436
CRD: 305287
Filings on the tape: 16
First filed: Sep 5, 2019
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, CO
Website: sfpdenver.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RICHARD JASON LEVINE	Certified Financial Planner\|Chartered Financial Consultant	DENVER, CO	8	23	4	yes
JAMES JAY PERSON	Chartered Financial Consultant	DENVER, CO	6	29	4	yes
PHIL L JACOBSON	Certified Financial Planner\|Chartered Financial Consultant	DENVER, CO	6	25	5	no
ROBERT G FILLMORE	n/a	DENVER, CO	6	27	4	no
LARY MATTHEW WEINTRAUB	Certified Financial Planner	DENVER, CO \| Boynton Beach, FL	5	25	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JACOBSON, PHIL, L	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	07/2019	Sep 5, 2019	Mar 26, 2024
LEVINE, RICHARD, JASON	Owner	E	yes	12/2020	Sep 5, 2019	Mar 26, 2024
RICHARD J. LEVINE FINANCIAL SOLUTIONS, INC	Member	C	yes	12/2020	May 13, 2021	Mar 26, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$309M	$309M	5	5	1	n/a	n/a
2024	Mar 21, 2025	$280M	$280M	5	5	1	n/a	n/a
2023	Mar 26, 2024	$222M	$84.5M	5	5	1	n/a	n/a
2022	Mar 24, 2023	$149M	$144M	5	5	1	n/a	n/a
2021	Mar 15, 2022	$152M	$152M	5	5	1	n/a	n/a
2020	Mar 12, 2021	$172M	$172M	5	5	1	n/a	n/a
2019	Feb 26, 2020	$121M	$121M	5	4	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$309M	$280M	10.2%	$149M	27.5%	5	5	1	1

Relationships

Registered with (5)

← LARY MATTHEW WEINTRAUBAdvisorregistration: current employment
Oct 6, 2020 to presentfactForm ADV
← RICHARD JASON LEVINEAdvisorregistration: current employment
Oct 7, 2019 to presentfactForm ADV
← JAMES JAY PERSONAdvisorregistration: current employment
Oct 7, 2019 to presentfactForm ADV
← PHIL L JACOBSONAdvisorregistration: current employment
Oct 7, 2019 to presentfactForm ADV
← ROBERT G FILLMOREAdvisorregistration: current employment
Oct 7, 2019 to presentfactForm ADV

Controls (3)

← LEVINE, RICHARD, JASONOwnerOWNER, ownership code E, individual
Sep 5, 2019 to Mar 26, 2024factForm ADV
← JACOBSON, PHIL, LOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Sep 5, 2019 to Mar 26, 2024factForm ADV
← RICHARD J. LEVINE FINANCIAL SOLUTIONS, INCOwnerMEMBER, ownership code C, domestic entity
May 13, 2021 to Mar 26, 2024factForm ADV

Dated events

Occurred
Sep 5, 2019
First Form ADV filing
Synergy Financial Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:08f085cb-db18-6e27-640b-1906e5ee0462
First observed: Sep 5, 2019
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SYNERGY FINANCIAL PARTNERS, LLC

CRD 305287

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:08f085cb-db18-6e27-640b-1906e5ee0462

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:30 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RICHARD JASON LEVINE

Certified Financial Planner|Chartered Financial Consultant

DENVER, CO

yes

JAMES JAY PERSON

Chartered Financial Consultant

DENVER, CO

yes

PHIL L JACOBSON

Certified Financial Planner|Chartered Financial Consultant

DENVER, CO

ROBERT G FILLMORE

n/a

DENVER, CO

LARY MATTHEW WEINTRAUB

Certified Financial Planner

DENVER, CO | Boynton Beach, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JACOBSON, PHIL, L

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

07/2019

Sep 5, 2019

Mar 26, 2024

LEVINE, RICHARD, JASON

Owner

yes

12/2020

Sep 5, 2019

Mar 26, 2024

RICHARD J. LEVINE FINANCIAL SOLUTIONS, INC

Member

yes

12/2020

May 13, 2021

Mar 26, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$309M

n/a

2024

Mar 21, 2025

$280M

n/a

2023

Mar 26, 2024

$222M

$84.5M

n/a

2022

Mar 24, 2023

$149M

$144M

n/a

2021

Mar 15, 2022

$152M

n/a

2020

Mar 12, 2021

$172M

n/a

2019

Feb 26, 2020

$121M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$309M

$280M

10.2%

$149M

27.5%