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SIMPLIFIED WEALTH MANAGEMENT
14 Orleans Drive
Hattiesburg, Mississippi 39402
Tel: 601-336-4265
About SIMPLIFIED WEALTH MANAGEMENT
SIMPLIFIED WEALTH MANAGEMENT, formally registered with the SEC as SIMPLIFIED WEALTH MANAGEMENT. The firm was established in 04/21/2022. They have over 1 offices throughout the country.
SIMPLIFIED WEALTH MANAGEMENT is a Hattiesburg, Mississippi based Financial Planning firm with nearly $179,488,997 assets under management, offering retirement planning & investment advisory services to 1451 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297059 |
| SEC# | 801-123772 |
| Assets Managed by Firm | $179,488,997 |
| No. of Clients | 1451 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1451 | $179,488,997 |
| Individuals (other than high net worth individuals) | 595 | $54,920,949 |
| High net worth individuals | 81 | $118,605,125 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,938,220 |
| Corporations or other businesses | 5 | $2,024,703 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,233,687,387 | 696 | 16 | |
| $1,865,178,576 | 348 | 18 | |
| $1,341,890,722 | 6 | 110 | |
| $1,148,400,486 | 3008 | 18 | |
| $1,087,865,356 | 2816 | 15 |
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