SIMPLICITY WEALTH MANAGEMENT

SIMPLICITY WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 300112). Regulatory assets under management: $35.9M.

Registration

• CRD: 300112
• Type: Registered investment adviser
• Phone: (804) 286-4910
• Latest filing: 2026-07-27
• Regulatory AUM: $35.9M
• Discretionary AUM: $35.9M
• Clients: 3
• Accounts: 172

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300112 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search