Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002017868-25-000007
Filing Date
2025-04-30
Accepted
2025-04-30 14:05:21
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-04-30

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2076
2 fswa13fq12025.html INFORMATION TABLE  
2 fswa13fq12025.xml INFORMATION TABLE 53122
  Complete submission text file 0002017868-25-000007.txt   56404
Mailing Address 4400 POST OAK PKWY, STE 200 HOUSTON TX 77027
Business Address 4400 POST OAK PKWY, STE 200 HOUSTON TX 77027 7136236600
Financial Synergies Wealth Advisors, Inc. (Filer) CIK: 0002017868 (see all company filings)

EIN.: 760536705 | State of Incorp.: TX | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-24048 | Film No.: 25893706