0001699080-25-000006.txt : 20250721 0001699080-25-000006.hdr.sgml : 20250721 20250721123630 ACCESSION NUMBER: 0001699080-25-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250721 DATE AS OF CHANGE: 20250721 EFFECTIVENESS DATE: 20250721 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Synergy Asset Management, LLC CENTRAL INDEX KEY: 0001699080 ORGANIZATION NAME: EIN: 912138969 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20757 FILM NUMBER: 251136521 BUSINESS ADDRESS: STREET 1: 13215 SE MILL PLAIN BLVD STREET 2: SUITE C8-321 CITY: VANCOUVER STATE: WA ZIP: 98684 BUSINESS PHONE: 206-386-5455 MAIL ADDRESS: STREET 1: 13215 SE MILL PLAIN BLVD STREET 2: SUITE C8-321 CITY: VANCOUVER STATE: WA ZIP: 98684 FORMER COMPANY: FORMER CONFORMED NAME: Synergy Financial Management, LLC DATE OF NAME CHANGE: 20170227 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001699080 XXXXXXXX 06-30-2025 06-30-2025 Synergy Asset Management, LLC

13215 SE MILL PLAIN BLVD SUITE C8-321 VANCOUVER WA 98684

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