SIMPLIFIED WEALTH MANAGEMENT

Overview

Simplified Wealth Management is a fee-based registered investment adviser organized as a limited liability company. The firm focuses on discretionary portfolio management for individuals and small businesses, serving both individual and institutional clients. Its advisory model is AUM-driven, charging a percentage of assets under management and managing client portfolios with a heavy reliance on pooled public funds and mutual funds for core allocations. The firm’s filing indicates it is not an active ESG investor and does not operate as a pension consultant or related adviser. Simplified Wealth Management works with outside managers for specialized exposures, allocating to third-party alternative asset managers in addition to conventional mutual fund strategies. It also maintains an affiliation with an insurance company, which aligns with its use of annuity products as part of some client solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices