# WEALTHSIMPLE US, LTD.

WEALTHSIMPLE US, LTD. of TORONTO is an SEC-registered investment adviser.

## Registration

- CRD: 284471
- Type: SEC-registered investment adviser
- SEC file number: 801-108377
- Location: 860 RICHMOND STREET WEST, UNIT 300, TORONTO, M6J 1C9
- Phone: 855-510-8948
- Latest filing: 2021-03-31
- Regulatory AUM: $196.2M
- Discretionary AUM: $196.2M
- Clients: 22
- Accounts: 22,371

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [KANTROWITZ NAOMI LYNN](https://search.stillhousedata.com/person/811852) | CHIEF COMPLIANCE OFFICER | — |
| [Nugent David Jordan](https://search.stillhousedata.com/person/838785) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / CHIEF LEGAL OFFICER | — |
| [Huneycutt Brett Thomas](https://search.stillhousedata.com/person/838786) | CHIEF OPERATING OFFICER / CHIEF FINANCIAL OFFICER | — |
| [Katchen Michael Jonathan](https://search.stillhousedata.com/person/838787) | CHIEF EXECUTIVE OFFICER | — |
| [KRZYWICKI TOMASZ](https://search.stillhousedata.com/person/852610) | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284471/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284471/similar
- Related entities: https://search.stillhousedata.com/firm/284471/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284471

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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.