| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce George Donaldson Control | Chief Executive Officer/Board Member | Under 5% | 2019 |
| Christina Parker Control | General Counsel | Under 5% | 2021 |
| Erin Bartlett McCann Control | President | Under 5% | 2019 |
Simplicity Wealth LLC reports $3.6 billion in regulatory assets under management on its Form ADV.
Simplicity Wealth LLC reports 242 employees.
Simplicity Wealth LLC is based in Summit, NJ and has been SEC-registered since 2019.
Simplicity Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 475 Springfield Ave., Suite #1, Summit, NJ 07901 |
| Phone | 844-220-8326 |
| Office hours | 8:30 - 5:00 |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1913243 |
| Discloses disciplinary history | Yes |
| Discretionary | $3.52B |
| Non-discretionary | $82.2M |
| Total (RAUM) | $3.6B |