Simplified Wealth Management

Overview

Simplified Wealth Management is an independent, individual-owned LLC that provides fee-based portfolio management focused on individuals, families and small-business clients; the firm is SEC-registered, with registration beginning in 2022. Its advisory activity centers on discretionary portfolio management, and it charges clients a percentage-of-AUM fee. The firm identifies both individual & family and institutional clients in its mix. The firm does not position itself as a capital allocator, and it does not characterize itself as an active ESG investor or a multi-state adviser. It lists an industry affiliation with an insurance company, which aligns with its use of annuity products in client solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices