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SYNERGY ASSET MANAGEMENT, LLC

VANCOUVER, WA · CRD 117201 · IAPD ↗ · samadvisortech.com · 206-386-5455

$1.30BRegulatory AUM
10Advisory reps
14Employees
0Clients
1-10Planning clients
1Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2026 — SYNERGY ASSET MANAGEMENT, LLC changed its website from advisorempowerment.com to samadvisortech.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2026 — SYNERGY ASSET MANAGEMENT, LLC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — SYNERGY ASSET MANAGEMENT, LLC added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — SYNERGY ASSET MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
April 2025 — SYNERGY ASSET MANAGEMENT, LLC grew from 6 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — SYNERGY ASSET MANAGEMENT, LLC crossed $1B in regulatory AUM ($823.7M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
48
August 2024 — SYNERGY ASSET MANAGEMENT, LLC moved its main office from BELLEVUE, WA to VANCOUVER, WA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
28
April 2024 — SYNERGY ASSET MANAGEMENT, LLC changed its website from synergy-am.com to advisorempowerment.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2024 — SYNERGY ASSET MANAGEMENT, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — SYNERGY ASSET MANAGEMENT, LLC added office(s): 3 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — SYNERGY ASSET MANAGEMENT, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.