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SIMPLICITY WEALTH

86 Summit Ave
Ste 303
Summit, New Jersey 07901
Tel: 844-220-8326

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About SIMPLICITY WEALTH

SIMPLICITY WEALTH, formally registered with the SEC as SIMPLICITY WEALTH. The firm was established in 03/11/2019. They have over 53 offices throughout the country.

SIMPLICITY WEALTH is a Summit, New Jersey based Financial Planning firm with nearly $3,166,555,578 assets under management, offering retirement planning & investment advisory services to 6188 clients. The firm is staffed with 159 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#300572
SEC#801-114798
Assets Managed by Firm$3,166,555,578
No. of Clients6188
No. of Advisors159

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total6188$3,166,555,578
Individuals (other than high net worth individuals)1830$171,765,728
High net worth individuals29$26,194,263
Other investment advisers23$1,711,265,276

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