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SIMPLIFIED WEALTH MANAGEMENT
SIMPLIFIED WEALTH MANAGEMENT, LLC
CRD 297059 · SEC 801-123772
14 ORLEANS DRIVE, HATTIESBURG, MS, 39402, United States
Phone
601-336-4265
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$225.5M
Discretionary AUM
$225.5M
Team
9 total employees; 7 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 616 | $73.6M |
| High net worth individuals | 91 | $146.0M |
| Corporations/business entities | 5 | $2.1M |
States served
AL, AR, GA, LA, MS, NE, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD