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| Happy Holidays!! thanks for using AUM13F!! |
| Simplicity Wealth LLC
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| CRD # | 300572 |
| SEC # | 801-114798 |
| CIK # | 0001913243 |
| AUM | $3.6 B (2025-03-26) |
| Employees | 242 (100% Investors, 4% Brokers) |
| Phone | 844-220-8326 |
| Address | 475 Springfield Ave Summit, NJ 07901 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001913243 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Embraer Sa | 0.0 | ||
| Apple Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,557 | 0.7 |
| (b) Individuals (high net worth individuals) | 32 | 0.4 |
| (c) Banking or thrift institutions | 2 | 0.2 |
| (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 | 28 | 2.4 |
| (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 | 10,573 | 3.6 |
| By Discretionary | ||
| Discretionary | 10,570 | 3.5 |
| Non-Discretionary | 3 | 0.1 |
| Total | 10,573 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.6 | |
| Total | 10,573 | 3.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001913243] |
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