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Simplified Wealth Management, LLC

● SEC registered since 2022CRD 297059SEC# 801-123772Hattiesburg, MS
Export (members)
Reg. AUM
$179.5M
Employees
7
Accounts
1,451
Location
Hattiesburg, MS

Simplified Wealth Management, LLC assets under management

Simplified Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Hattiesburg, MS. The firm has been registered since 2022. It reports $179.5 million in regulatory assets under management and employs 7 people.
myswm.comView on SEC.gov ↗

Simplified Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Kevin Andrew McCormick ControlManaging Principal / CcoOver 75%2018

Frequently asked questions

How much does Simplified Wealth Management, LLC manage?

Simplified Wealth Management, LLC reports $179.5 million in regulatory assets under management on its Form ADV.

How many employees does Simplified Wealth Management, LLC have?

Simplified Wealth Management, LLC reports 7 employees.

Where is Simplified Wealth Management, LLC located?

Simplified Wealth Management, LLC is based in Hattiesburg, MS and has been SEC-registered since 2022.

Does Simplified Wealth Management, LLC disclose fund performance?

Simplified Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14 Orleans Drive, Hattiesburg, MS 39402
Phone601-336-4265
Office hours8 a.m. - 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$179.5M
Non-discretionary$0
Total (RAUM)$179.5M