# SIMPLIFIED WEALTH MANAGEMENT, LLC

SIMPLIFIED WEALTH MANAGEMENT, LLC of HATTIESBURG, MS is an SEC-registered investment adviser.

## Registration

- CRD: 297059
- Type: SEC-registered investment adviser
- SEC file number: 801-123772
- Location: 14 ORLEANS DRIVE, HATTIESBURG, MS, 39402
- Phone: 601-336-4265
- Latest filing: 2026-02-16
- Regulatory AUM: $225.5M
- Discretionary AUM: $225.5M
- Clients: 9
- Accounts: 1,642

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Andrew Mccormick | MANAGING PRINCIPAL / CCO | — |
| MCCORMICK KEVIN ANDREW | MANAGING PRINCIPAL / CCO | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-07-12 | regulatory | BETWEEN SEPTEMBER 2020 AND NOVEMBER 2021, GARRAWAY ELECTRONICALLY SIGNED CUSTOMER NAMES ON APPROXIMATELY 101 FORMS ASSOCIATED WITH INSURANCE AND SECURITIES PRODUCTS WITHOUT CUSTOMER PERMISSION. HE ALSO SIGNED ONE DOCUMENT FOR A CUSTOMER WITH THE CUSTOMER'S PERMISSION. THEREFORE, HE VIOLATED FINRA RU… | Final | $5K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297059/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297059/similar
- Related entities: https://search.stillhousedata.com/firm/297059/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297059

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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.