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SIMPLE WEALTH LLC
CRD 152865
2310 N MOLTER, SUITE 103, LIBERTY LAKE, WA, 99019, United States
Phone
509-325-8471
Fax
509-325-4657
Registration
— (—)
Source
State registered
Total AUM
$54.2M
Discretionary AUM
$54.2M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $23.0M |
| High net worth individuals | 30 | $25.6M |
| Charitable organizations | 4 | $5.6M |
All web addresses on file
Official SEC filing: View on IAPD