SourcingSourcing

SYNERGY FINANCIAL PARTNERS, LLC

C29
CRD 305287·SEC 801-117436·DENVER, CO
AUM
$308.7M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$926K
@ 30% margin
Est. Deal Value
$7.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SYNERGY FINANCIAL PARTNERS, LLC
CRD
305287
SEC file #
801-117436
EIN
—
DBA names
—

Economics

AUM
$308.7M
AUM band
$100M-$500M
AUM trajectory
'21'26
$121.0M → $308.7M▲ +155%
Client mix
Individuals Other428
Individuals High Net Worth83
Corporations15

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
4 advisors → 5 advisors▲ +25%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
sfpdenver.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JACOBSON, PHIL, L
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
JACOBSON, PHIL, L
RICHARD J. LEVINE FINANCIAL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SFPDENVER.COM
Rdap Domain Creation Date
2007-06-22T20:39:37Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
12,249
Form 5500 Compensation Trajectory 3y
202512,249
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
12,249
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-22T20:39:37Z
Rdap Domain Last Changed
2023-06-24T01:50:50Z
Rdap Nameservers
Ns55.domaincontrol.comNs56.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4172462
Trust Company Affiliate
No

People (5)

5
JACOBSON, PHIL, L
IAR · Direct Owner · 87.5%
4172462
ROBERT G FILLMORE
IAR
836493
LARY MATTHEW WEINTRAUB
IAR
2304018
JAMES JAY PERSON
IAR
360816
RICHARD JASON LEVINE
IAR
2893622