Wealth Manager
    SEC Registered

    Simplified Wealth Management

    Registered investment advisor · Hattiesburg, Mississippi · CRD #297059

    Assets Under Management
    $226M
    Client Accounts
    1,642
    Employees
    9
    CRD Number
    297059
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Simplified Wealth Management

    Simplified Wealth Management is a SEC-registered investment advisory firm headquartered in Hattiesburg, Mississippi, managing approximately $226M in regulatory assets across 1,642 client accounts. The firm's full regulatory record is filed with the SEC under CRD #297059.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Simplified Wealth Management

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    Frequently Asked Questions

    What is Simplified Wealth Management's AUM?

    Simplified Wealth Management reports approximately $226M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Simplified Wealth Management headquartered?

    Simplified Wealth Management is headquartered in Hattiesburg, Mississippi.

    What is Simplified Wealth Management's CRD number?

    Simplified Wealth Management's CRD number is 297059. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Simplified Wealth Management manage?

    Simplified Wealth Management manages approximately 1,642 client accounts according to its latest SEC filing.

    Is Simplified Wealth Management SEC registered?

    Yes, Simplified Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

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