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SIMPLIFIED WEALTH MANAGEMENT, LLC
CRD 312513
565 FOX GLEN CT., BARRINGTON, IL, 60010, United States
Phone
847-999-3693
Fax
847-381-5533
Registration
— (—)
Source
State registered
Total AUM
$23.1M
Discretionary AUM
$23.1M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $5.3M |
All web addresses on file
Official SEC filing: View on IAPD