Institutional
    SEC Registered

    Simplify Asset Management Inc.

    Registered investment advisor · Las Vegas, Nevada · CRD #309535

    Assets Under Management
    $9.6B
    Client Accounts
    36
    Employees
    45
    CRD Number
    309535
    Registration
    SEC Registered

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

    About Simplify Asset Management Inc.

    Simplify Asset Management Inc. is a Registered Investment Adviser that focuses on institutional-grade alternative investment strategies through exchange-traded funds (ETFs) and separately managed accounts. The firm manages approximately $5.43 billion in assets and offers discretionary investment advisory services tailored to address specific portfolio challenges. Their product lineup includes a range of ETFs, such as the Simplify Government Money Market ETF and the Simplify Multi-QIS Alternativ

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Simplify Asset Management Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Simplify Asset Management Inc.'s AUM?

    Simplify Asset Management Inc. reports approximately $9.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Simplify Asset Management Inc. headquartered?

    Simplify Asset Management Inc. is headquartered in Las Vegas, Nevada.

    What is Simplify Asset Management Inc.'s CRD number?

    Simplify Asset Management Inc.'s CRD number is 309535. 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 Simplify Asset Management Inc. manage?

    Simplify Asset Management Inc. manages approximately 36 client accounts according to its latest SEC filing.

    Is Simplify Asset Management Inc. SEC registered?

    Yes, Simplify Asset Management Inc. is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Nevada

    Keystate Advisory, LLC
    Las Vegas, NV · $16.6B AUM
    The Ameriflex Group
    Las Vegas, NV · $9.7B AUM
    Guided Choice Asset Management, Inc.
    Reno, NV · $8.5B AUM
    Belpointe Asset Management LLC
    Reno, NV · $7.6B AUM
    The Wealth Consulting Group
    Las Vegas, NV · $6.3B AUM
    Digital Alpha Advisors, LLC
    Henderson, NV · $2.4B AUM
    See all top RIA firms in Nevada →

    Research firms like Simplify Asset Management Inc. at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial