Simplicity Wealth Management

Overview

Simplicity Wealth Management is an independent registered investment adviser operating as a limited liability company that serves individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements, which lets advisors tailor engagements to both ongoing portfolio management and one-time planning work. Investment activity is equity‑centric: the advisory mix shows a clear preference for exchange‑traded equities and ETF exposures, implemented primarily through separately managed account wrappers and pooled vehicles. The firm does not operate as a capital allocator running proprietary private funds; instead it uses third‑party managers for alternative exposures. Simplicity Wealth is not registered as an active ESG investor and is not set up as a multistate adviser, which suggests a geographically concentrated client base and compliance footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices