Synergy Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Vancouver, WA. Its latest Form ADV filing, dated March 17, 2026, reports $1.3B in regulatory assets under management, 14 employees, 8 offices, and 5,353 accounts.
Assets Under Management
$1.3B
Employees
14
Offices
8 offices
Total Clients
1,198
Primary office
VANCOUVER, WA
13215 SE MILL PLAIN BLVD, SUITE C8-321, VANCOUVER, WA, United States
Top client segmentIndividuals represent 78.8% of total clients.
Top client categories% of clientsClients
1
Individuals
78.8%
944
2
HNWI
17.4%
209
3
Other Advisers
3.3%
40
4
Investment Cos.
0.2%
2
5
Pension Plans
0.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 17, 2026
Discretionary100.0%
$1.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.3B
Total Accounts5,353
10Y AUM Change+$1.1B (+769.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee86:1
10Y Employee Change+8 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.