SIMPLIFIED WEALTH LLC

SIMPLIFIED WEALTH LLC is an SEC-registered investment adviser (CRD 318522). Regulatory assets under management: $9.7M.

Registration

• CRD: 318522
• Type: Registered investment adviser
• Phone: 513-512-4319
• Latest filing: 2026-03-31
• Regulatory AUM: $9.7M
• Discretionary AUM: $5.3M
• Non-discretionary AUM: $4.4M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Hourly, Fixed.

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 318522 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search