SYNERGY ASSET MANAGEMENT, LLC
CRD #117201 SEC #801-64132 VANCOUVER, WA 206-386-5455
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$1.1B
Employees
13
Clients
10
Accounts
5,659
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2025
- Branch Offices
- 8
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JESSUP, TODD, SINCLAIR | I | PRESIDENT; CHIEF COMPLIANCE OFFICER | NA | Control |
| JESSUP, TODD, SINCLAIR | I | PRESIDENT; CHIEF COMPLIANCE OFFICER | NA | Control |
| JESSUP, TODD, SINCLAIR | I | PRESIDENT; CHIEF COMPLIANCE OFFICER | NA | Control |
| JESSUP, TODD, SINCLAIR | I | PRESIDENT; CHIEF COMPLIANCE OFFICER | NA | Control |
| JESSUP, TODD, SINCLAIR | I | PRESIDENT; CHIEF COMPLIANCE OFFICER | NA | Control |
| KATRIS, SUSAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KATRIS, SUSAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KATRIS, SUSAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KATRIS, SUSAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KATRIS, SUSAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KATRIS, SUSAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KATRIS, SUSAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KATRIS, SUSAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KATRIS, SUSAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KATRIS, SUSAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| MAAS, JOSEPH, MERRELL | I | PRINCIPAL | NA | Control |
| SHRADER, ANN, MINETTE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHRADER, ANN, MINETTE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHRADER, ANN, MINETTE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHRADER, ANN, MINETTE | I | CHIEF COMPLIANCE OFFICER | NA | |
| THOMPSON, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, RONALD, JAY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 79% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 99% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 79% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 79% OWNER | E | Control |
| SYNERGY FINANCIAL SERVICES, INC. | DE | 79% OWNER | E | Control |
| SFM2 LLC | DE | 20% OWNER | B | |
| SFM2 LLC | DE | 20% OWNER | B | |
| SFM2 LLC | DE | 20% OWNER | B | |
| SFM2 LLC | DE | 20% OWNER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | F | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | F | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | F | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | F | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | F | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | F | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | F | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | F | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | F | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | F | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | F | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | F | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | F | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | F | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | F | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | F | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
| MAAS, JOSEPH, MERRELL | I | SYNERGY FINANCIAL SERVICES, INC. | E | Control |
Registrations
Federal
IA
Mar 17, 2025 REGISTERED
Notice Filings (28)
AL AZ CA CO DC FL GA HI ID IL IN LA MD MI MN MT NC NH NJ NV NY OH OR PA SC TX VA WA
Address
13215 SE MILL PLAIN BLVDSUITE C8-321
VANCOUVER, WA 98684
United States
Phone: 206-386-5455