SIMPLICITY WEALTH LLC

SIMPLICITY WEALTH
SUMMIT, New Jersey·9 registered advisors·CRD# 300572
SEC# 801-11479852844-220-8326
01

Firm Overview

AUM
$3.2B
Regulatory assets under management
Employees
159
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SIMPLICITY WEALTH LLC

9 registered advisors
Bruce George Donaldson
SUMMIT, New Jersey
Christina Parker
SUMMIT, New Jersey
Erin Bartlett Mccann
SUMMIT, New Jersey
Jared Margolies
SUMMIT, New Jersey
Katie Lyn Koeman
HOLLAND, Michigan
Mitchell Marc Leidner
SUMMIT, New Jersey
Paul Adam Tinnirello
SUMMIT, New Jersey
Sean David Wickersham
SUMMIT, New Jersey
Thomas John Rozman
SUMMIT, New Jersey
05

Office Locations

SUMMIT, New Jersey
8 advisors
HOLLAND, Michigan
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. SIMPLICITY WEALTH LLC (CRD# 300572) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.