SIMPLYSMART ASSET MANAGEMENT

SIMPLYSMART ASSET MANAGEMENT is an SEC-registered investment adviser (CRD 152991). Regulatory assets under management: $29.4M.

Registration

• CRD: 152991
• Type: Registered investment adviser
• Phone: 650-868-5926
• Latest filing: 2026-06-28
• Regulatory AUM: $29.4M
• Discretionary AUM: $29.4M
• Clients: 2
• Accounts: 6

Business model

Compensation: % of AUM.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152991 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search