0001699080-22-000002.txt : 20220506 0001699080-22-000002.hdr.sgml : 20220506 20220505143457 ACCESSION NUMBER: 0001699080-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220505 DATE AS OF CHANGE: 20220505 EFFECTIVENESS DATE: 20220505 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Synergy Asset Management, LLC CENTRAL INDEX KEY: 0001699080 IRS NUMBER: 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: 22895582 BUSINESS ADDRESS: STREET 1: 13231 SE 36TH STREET #215 CITY: BELLEVUE STATE: WA ZIP: 98006 BUSINESS PHONE: 206-386-5455 MAIL ADDRESS: STREET 1: 13231 SE 36TH STREET #215 CITY: BELLEVUE STATE: WA ZIP: 98006 FORMER COMPANY: FORMER CONFORMED NAME: Synergy Financial Management, LLC DATE OF NAME CHANGE: 20170227 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001699080 XXXXXXXX 03-31-2022 03-31-2022 Synergy Asset Management, LLC

13231 SE 36TH STREET #215 BELLEVUE WA 98006

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