Simple Wealth LLC

Overview

Simple Wealth LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual/family clients and institutional entities, providing financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its fees are charged as a percentage of assets under management and, when appropriate, on an hourly or fixed-fee basis. Simple Wealth does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser. The firm lists an industry affiliation with an insurance company, which is consistent with its use of annuities among client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives