SIMPLEX WEALTH MANAGEMENT

500 La Gonda Way
Suite 210
Danville, California 94526
Tel: 925-804-6468

About SIMPLEX WEALTH MANAGEMENT

SIMPLEX WEALTH MANAGEMENT, formally registered with the SEC as SIMPLEX WEALTH MANAGEMENT. The firm was established in 07/14/2015. They have over 1 offices throughout the country.

SIMPLEX WEALTH MANAGEMENT is a Danville, California based Financial Planning firm with nearly $258,915,416 assets under management, offering retirement planning & investment advisory services to 769 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170265
SEC#	801-101496
Assets Managed by Firm	$258,915,416
No. of Clients	769
No. of Advisors	9

Fee Structure

A percentage of AUM
Other (MARKETING REIMBURSEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	769	$258,915,416
Individuals (other than high net worth individuals)	93	$41,846,494
High net worth individuals	98	$217,068,922

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