SIMPLIFIED WEALTH MANAGEMENT, LLC

SIMPLIFIED WEALTH MANAGEMENT, LLC of BARRINGTON, IL is an SEC-registered investment adviser (CRD 312513). Regulatory assets under management: $23.1M.

Registration

• CRD: 312513
• Type: Registered investment adviser
• Location: 565 FOX GLEN CT., BARRINGTON, IL, 60010
• Phone: 847-999-3693
• Latest filing: 2026-03-20
• Regulatory AUM: $23.1M
• Discretionary AUM: $23.1M
• Clients: 3
• Accounts: 59

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312513 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search