SIMPLE WEALTH LLC
Liberty Lake, WA
AUM
$54.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
509-325-8471
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WA, LIBERTY LAKE
2 advisers found
Liberty Lake, WA
AUM
$54.2M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
509-325-8471
Liberty Lake, WA
AUM
$1.6M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
509-220-4759