Overview
Assets Under Management: $259 million
Headquarters: DANVILLE, CA
High-Net-Worth Clients: 98
Average Client Assets: $2 million
Frequently Asked Questions
SIMPLEX WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170265), SIMPLEX WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SIMPLEX WEALTH MANAGEMENT, LLC is headquartered in DANVILLE, CA.
SIMPLEX WEALTH MANAGEMENT, LLC serves 98 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, SIMPLEX WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SIMPLEX WEALTH MANAGEMENT, LLC manages $259 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, SIMPLEX WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.84
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 769
Discretionary Accounts: 687
Non-Discretionary Accounts: 82
Regulatory Filings
CRD Number: 170265
Last Filing Date: 2025-02-07 00:00:00
Website: https://simplexwm.com