Simple Wealth LLC

RIASEC Registered

Total AUM

$54.2M

Discretionary

$54.2M

100% of AUM

Avg account

$484K

Accounts

112

Employees

Advisory reps

Firm details

Headquarters: Liberty Lake, Washington
CRD number: 152865
Website: www.thesimplewealthsolution.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI47.19%
Individuals42.44%
Charitable Organizations10.37%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Simple Wealth LLC is an independent, individually owned registered investment adviser operating as an LLC. The firm serves both individual and family clients as well as institutional/business clients and provides financial planning alongside discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. Its billing model includes AUM-based fees, hourly charges, and fixed-fee arrangements. Simple Wealth reports no active ESG investing program, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant. The firm lists an affiliation with an insurance company, which may reflect product distribution relationships or a licensing channel.