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, individual-owned registered investment adviser operating as an LLC. The firm serves both individual and family clients as well as institutional accounts and delivers financial planning and portfolio management services for individuals, small businesses, and larger business or institutional clients. Fee arrangements are flexible and include a percentage of AUM, hourly charges, and fixed fees. Simple Wealth does not position itself as a capital allocator and does not identify as an active ESG investor. The firm has an industry affiliation with an insurance company.