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| Simplex Wealth Management LLC
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|
|---|---|
| CRD # | 170265 |
| SEC # | 801-101496 |
| CIK # | |
| AUM | $202.5 MM (2023-02-16) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 925-804-6468 |
| Address | 3160 Crow Canyon Rd, Suite 150, San Ramon, CA 94583 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 57.2 |
| (b) Individuals (high net worth individuals) | 70 | 145.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 729 | 202.5 |
| By Discretionary | ||
| Discretionary | 642 | 194.0 |
| Non-Discretionary | 87 | 8.5 |
| Total | 729 | 202.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.5 | |
| Total | 729 | 202.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Trademark Capital Management Inc
✚
|
GA | 0.2 |
|
Bridge City Capital LLC
✚
|
OR | 0.2 |
|
Graystone Partners Wealth Management LLC
✚
|
AZ | 0.2 |
|
Kemp Financial Management LLC
✚
|
CA | 0.2 |
|
JW Korth & Company Limited Partnership
✚
|
MI | 0.2 |
|
The Ellerson Group Inc
✚
|
MD | 0.2 |
|
Lederer & Associates Investment Counsel
✚
|
CA | 0.2 |
|
Vodia Capital LLC
✚
|
MA | 0.2 |
|
Spreng Capital Management Inc
✚
|
OH | 0.2 |
|
Meriwether Wealth & Planning LLC
✚
|
LA | 0.2 |