Simple Wealth LLC

RIAState 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, individual-owned RIA organized as an LLC and state-registered in California, Idaho and Washington. The firm provides financial planning and discretionary portfolio management for individuals, families, small businesses and institutions. Its fee model includes a percentage-of-AUM component as well as hourly and fixed-fee engagements. Simple Wealth reports it does not pursue ESG investing as an explicit strategy and is not structured as a capital allocator. The firm lists an insurance company among its industry affiliations.