SIMPLIFIED WEALTH MANAGEMENT, LLC

Overview

Simplified Wealth Management, LLC is an independent registered investment adviser that serves individual and family clients, and small-business owners. The firm charges a percentage-of-AUM fee and combines financial planning and discretionary portfolio management with insurance brokerage services. Investment activity centers on publicly traded equities—both exchange-traded funds and individual stocks—managed through separately managed accounts. The firm does not emphasize ESG investing and is not structured as a multi-state or pension consultant adviser. Simplified Wealth Management positions itself as an equity-first manager: portfolios are built with liquid, exchange-traded exposures as the foundation, and insurance products are offered where appropriate to supplement planning and risk management. The firm does not act as a capital allocator to in-house alternative funds; instead, it uses third-party managers for select alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices