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| Simplified Wealth Management LLC
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| |
|---|---|
| CRD # | 297059 |
| SEC # | 801-123772 |
| CIK # | |
| AUM | $156.4 MM (2024-02-22) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 601-336-4265 |
| Address | 14 Orleans Drive Hattiesburg, MS 39402 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 553 | 59.6 |
| (b) Individuals (high net worth individuals) | 73 | 93.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,444 | 156.4 |
| By Discretionary | ||
| Discretionary | 1,444 | 156.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,444 | 156.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.4 | |
| Total | 1,444 | 156.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Heritage Wealth Management Group Ltd
✚
|
VA | 0.2 |
|
AIO Financial LLC
✚
|
AZ | 0.2 |
|
Sensible Portfolios LLC
✚
|
NV | 0.2 |
|
Fenton Gregory Coleman
✚
|
MA | 0.2 |
|
Tetley Investments LLC
✚
|
IL | 0.2 |
|
RBP Investment Advisors Inc
✚
|
CA | 0.2 |
|
JM2 Capital Inc
✚
|
OK | 0.2 |
|
Davis Davis and Conover Wealth Management LLC
✚
|
TN | 0.2 |
|
Pacific Value LLC
✚
|
ID | 0.2 |
|
Balanced Financial Planning Inc
✚
|
KS | 0.2 |