SIMPLE WEALTH LLC

SIMPLE WEALTH LLC of LIBERTY LAKE, WA is an SEC-registered investment adviser (CRD 152865). Regulatory assets under management: $54.2M.

Registration

• CRD: 152865
• Type: Registered investment adviser
• Location: 2310 N MOLTER, LIBERTY LAKE, WA, 99019
• Phone: 509-325-8471
• Latest filing: 2026-08-06
• Regulatory AUM: $54.2M
• Discretionary AUM: $54.2M
• Clients: 1
• Accounts: 112

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152865 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search