Data / Form D filings / Financial Synergies Wealth Advisors, Inc.
Financial Synergies Wealth Advisors, Inc.: Form D filing
Financial Synergies Wealth Advisors, Inc., a financial services company in Houston, TX, filed a Form D with the SEC in 2025. The latest, on March 5, 2025, reports $7 million sold of a $7 million offering to 8 investors.
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Company details from the filing
- Address
- 4400 POST OAK PKWY, STE 200, Houston, TX, 77027
- Phone
- (713) 623-6600
- Industry
- Other Banking and Financial Services
- Entity type
- Corporation
- Incorporated in
- Texas
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 2017868
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Mar 5, 2025 | New notice | $6,974,600 | $6,974,600 | 8 | Jan 1, 2025 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| BRYAN ZSCHIESCHE | Executive Officer |
Other financial services companies in Texas that filed recently
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- Zippy, Inc. /DE $20 million · Oct 15, 2026
- CENTRAL BANCSHARES, INC. $25 million · Sep 18, 2026
- UBANK HOLDINGS, INC. $20 million · Sep 16, 2026
- Shift Capital, Inc. $520,500 · Aug 14, 2026
Every Form D from the week of Mar 3, 2025 · All recent filings in Texas · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what Financial Synergies Wealth Advisors, Inc. reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.