# SIMPLEX WEALTH MANAGEMENT, LLC

SIMPLEX WEALTH MANAGEMENT, LLC of DANVILLE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 170265
- Type: SEC-registered investment adviser
- SEC file number: 801-101496
- Location: 500 LA GONDA WAY, SUITE 210, DANVILLE, CA, 94526
- Phone: 925-804-6468
- Latest filing: 2025-02-07
- Regulatory AUM: $258.9M
- Discretionary AUM: $257.7M
- Non-discretionary AUM: $1.2M
- Clients: 9
- Accounts: 769

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| John Ho Seo | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| SEO JOHN HO | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170265/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170265/similar
- Related entities: https://search.stillhousedata.com/firm/170265/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170265

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.