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| Simplex Wealth Management LLC
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|
|---|---|
| CRD # | 170265 |
| SEC # | 801-101496 |
| CIK # | |
| AUM | $219.4 MM (2024-03-22) |
| Employees | 10 (20% Investors, 0% Brokers) |
| Phone | 925-804-6468 |
| Address | 500 La Gonda Way Danville, CA 94526 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 49.8 |
| (b) Individuals (high net worth individuals) | 80 | 169.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 736 | 219.4 |
| By Discretionary | ||
| Discretionary | 647 | 218.8 |
| Non-Discretionary | 89 | 0.7 |
| Total | 736 | 219.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 219.4 | |
| Total | 736 | 219.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Griffin Black Inc
✚
|
CA | 0.2 |
|
Meriwether Wealth & Planning LLC
✚
|
LA | 0.2 |
|
RM Private Wealth Management Inc
✚
|
FL | 0.2 |
|
CBG & Company Inc
✚
|
IN | 0.2 |
|
BNB Wealth Management LLC
✚
|
MD | 0.2 |
|
Total Solutions Enterprise LLC
✚
|
NC | 0.2 |
|
Fidelis IM LLC
✚
|
OR | 0.2 |
|
Aurora Investment Counsel
✚
|
GA | 0.2 |
|
Bermuda Investment Advisory Services Limited
✚
|
0.2 | |
|
HMM Group LLC
✚
|
CA | 0.2 |