Financial Synergies Wealth Advisors, Inc.

Entity
Company
Business address
4400 Post Oak Pkwy, Ste 200, 77027 Houston, TX
Phone
7136236600
State of incorporation
TX
Fiscal year end
December 31
Signature 13F
Barbara Marie Villard Schmoyer - CCO & Director of Operations
All SEC filings
View on sec.gov
Financial Synergies Wealth Advisors, Inc. has filed 29 SEC EDGAR filings since 4/4/2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Jul 29, 2025 Jun 30, 2025 028-24048
13F-HR Open Document Open Filing Jul 29, 2025 Jun 30, 2025 028-24048
13F-HR Open Document Open Filing Apr 30, 2025 Mar 31, 2025 028-24048
D Open Document Open Filing Mar 5, 2025 021-539852
13F-HR Open Document Open Filing Jan 28, 2025 Dec 31, 2024 028-24048
13F-HR Open Document Open Filing Oct 7, 2024 Sep 30, 2024 028-24048
13F-HR Open Document Open Filing Jul 23, 2024 Jun 30, 2024 028-24048
N-PX Open Document Open Filing Jul 12, 2024 Jun 30, 2024 028-24048
13F-HR Open Document Open Filing Apr 12, 2024 Mar 31, 2024 028-24048
13F-HR Open Document Open Filing Apr 5, 2024 Mar 31, 2022 028-24048
13F-HR Open Document Open Filing Apr 5, 2024 Dec 31, 2021 028-24048
13F-HR Open Document Open Filing Apr 5, 2024 Mar 31, 2021 028-24048
13F-HR Open Document Open Filing Apr 5, 2024 Sep 30, 2021 028-24048
13F-HR Open Document Open Filing Apr 5, 2024 Jun 30, 2021 028-24048
13F-HR Open Document Open Filing Apr 5, 2024 Mar 31, 2020 028-24048
13F-HR Open Document Open Filing Apr 5, 2024 Sep 30, 2019 028-24048
13F-HR Open Document Open Filing Apr 5, 2024 Dec 31, 2020 028-24048
13F-HR Open Document Open Filing Apr 5, 2024 Sep 30, 2020 028-24048
13F-HR Open Document Open Filing Apr 5, 2024 Jun 30, 2020 028-24048
13F-HR Open Document Open Filing Apr 5, 2024 Dec 31, 2019 028-24048
13F-HR Open Document Open Filing Apr 5, 2024 Jun 30, 2019 028-24048
13F-HR Open Document Open Filing Apr 5, 2024 Mar 31, 2019 028-24048
13F-HR Open Document Open Filing Apr 4, 2024 Dec 31, 2023 028-24048
13F-HR Open Document Open Filing Apr 4, 2024 Sep 30, 2023 028-24048
13F-HR Open Document Open Filing Apr 4, 2024 Jun 30, 2023 028-24048
13F-HR Open Document Open Filing Apr 4, 2024 Mar 31, 2023 028-24048
13F-HR Open Document Open Filing Apr 4, 2024 Dec 31, 2022 028-24048
13F-HR Open Document Open Filing Apr 4, 2024 Sep 30, 2022 028-24048
13F-HR Open Document Open Filing Apr 4, 2024 Jun 30, 2022 028-24048