Overview
Assets Under Management: $3.6 billion
Headquarters: SUMMIT, NJ
High-Net-Worth Clients: 32
Average Client Assets: $12 million
Frequently Asked Questions
SIMPLICITY WEALTH 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 #300572), SIMPLICITY WEALTH LLC is subject to fiduciary duty under federal law.
SIMPLICITY WEALTH LLC is headquartered in SUMMIT, NJ.
SIMPLICITY WEALTH LLC serves 32 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, SIMPLICITY WEALTH LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
SIMPLICITY WEALTH LLC manages $3.6 billion in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, SIMPLICITY WEALTH LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.71
Average High-Net-Worth Client Assets: $12 million
Total Client Accounts: 10,573
Discretionary Accounts: 10,570
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 300572
Filing ID: 1942540
Last Filing Date: 2025-03-26 13:39:00
Website: https://simplicitygroup.com