# SYNERGY ASSET MANAGEMENT, LLC

SYNERGY ASSET MANAGEMENT, LLC of VANCOUVER, WA is an SEC-registered investment adviser.

## Registration

- CRD: 117201
- Type: SEC-registered investment adviser
- SEC file number: 801-64132
- Location: 13215 SE MILL PLAIN BLVD, SUITE C8-321, VANCOUVER, WA, 98684
- Phone: 206-386-5455
- Latest filing: 2026-03-17
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Clients: 14
- Accounts: 5,353

## Business model

- Compensation: % of AUM, Hourly, Performance
- Clients served: Individuals, High net worth, Pensions, Charities, Investment cos, Other

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Merrell Maas | OWNER; PRINCIPAL | — |
| Todd Sinclair Jessup | PRESIDENT; CHIEF COMPLIANCE OFFICER | — |
| THOMPSON KYLE JAY | CHIEF COMPLIANCE OFFICER | — |
| MAAS JOSEPH MERRELL | OWNER; PRINCIPAL; PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| JESSUP TODD SINCLAIR | PRESIDENT; CHIEF COMPLIANCE OFFICER | — |
| KATRIS SUSAN | CHIEF COMPLIANCE OFFICER | — |
| SHRADER ANN MINETTE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117201/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117201/similar
- Related entities: https://search.stillhousedata.com/firm/117201/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117201

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.