SIMPLE LIFE FINANCIAL

SIMPLE LIFE FINANCIAL is an SEC-registered investment adviser (CRD 142992). Regulatory assets under management: $35.2M.

Registration

• CRD: 142992
• Type: Registered investment adviser
• Phone: 510-526-4407
• Latest filing: 2026-07-28
• Regulatory AUM: $35.2M
• Non-discretionary AUM: $35.2M
• Clients: 2
• Accounts: 131

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142992 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search