SIMPLIFIED WEALTH LLC

Overview

Simplified Wealth LLC operates as a small, independent registered investment adviser serving individual and family clients. The firm blends financial planning with ongoing portfolio management for individuals and small businesses, and it supplements client work with educational seminars and workshops. Its listed business activity as an accountant suggests the firm can integrate tax-aware planning into advice and portfolio construction. Investment activity skews toward pooled public funds: the firm's reported asset mix is dominated by mutual funds and similar public vehicle exposure. Fee arrangements include a mix of percentage-of-AUM billing alongside hourly and fixed-fee engagements, allowing flexibility for clients with planning-only needs or discrete projects. The adviser is not positioned as an ESG specialist and does not represent itself as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices