Data / Investment advisers / Washington / Synergy Asset Management, LLC
Synergy Asset Management, LLC, Vancouver, WA: $1.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Synergy Asset Management, LLC is an SEC registered investment adviser with its main office in Vancouver, Washington and reports $1.3 billion in regulatory assets under management in its Form ADV filed March 17, 2026. Its clients include other investment advisers, high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and performance based fees. It advises 1 private fund.
The request: Watch Synergy Asset Management, LLC (CRD number 117201): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 117201
- SEC file number
- 801-64132
- SEC status
- Approved, effective April 8, 2005
- Main office
- 13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684
- Phone
- (206) 386-5455
- Website
- samadvisortech.com
- Regulatory AUM
- $1,299,423,867 in the Form ADV filed March 17, 2026
- Discretionary AUM
- $1,299,423,867
- Accounts
- 5,353
- Employees
- 14, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $19,716,641
- Other offices
- 8
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 40 | $541.8 million |
| High net worth individuals | 209 | $368.7 million |
| Individuals (other than high net worth individuals) | 944 | $342 million |
| Investment companies | 2 | $21.7 million |
| Pooled investment vehicles | 1 | $19.7 million |
| Pension and profit sharing plans | 2 | $5.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.30 billion | March 17, 2026 |
| December 1, 2025 | $1.05 billion | March 17, 2025 |
Other advisers in Vancouver
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| First Pacific Financial, Inc. | Vancouver | $1.93 billion | Not listed | adviserinfo.sec.gov |
| Sloy, Dahl & Holst, LLC | Vancouver | $1.80 billion | Not listed | adviserinfo.sec.gov |
| Martel Wealth Advisors, LLC | Vancouver | $1.46 billion | Not listed | adviserinfo.sec.gov |
| Leader Capital Corp. | Vancouver | $1.41 billion | Not listed | adviserinfo.sec.gov |
| Baker Ellis Asset Management LLC | Vancouver | $1.05 billion | Not listed | adviserinfo.sec.gov |
| Johnson Bixby | Vancouver | $933.7 million | Not listed | adviserinfo.sec.gov |
| James R. Martin Consulting, Inc | Vancouver | $442.7 million | Not listed | adviserinfo.sec.gov |
| Harlow Wealth Management, Inc. | Vancouver | $419.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Vancouver, WA
- Investment advisers in Washington
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving other investment advisers
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Synergy Asset Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.