SIMPLICITY WEALTH LLC
Doing business as SIMPLICITY WEALTH. SEC Form ADV profile.
Total regulatory AUM
$4,271,040,743
Discretionary
$4,188,453,501
Non-discretionary
$82,587,242
Firm details
- CRD number
- 300572
- SEC file number
- 801-114798
- Main office
- SUMMIT, NJ, United States
- Employees
- 424
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.