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Bruce George Donaldson

Chief Executive Officer/Board MemberSimplicity Wealth LLCCRD 5851175

About Bruce George Donaldson

Bruce George Donaldson is listed as Chief Executive Officer/Board Member at Simplicity Wealth LLC in Summit, NJ. Form ADV reports a beneficial ownership band of Under 5%. Bruce George Donaldson is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Simplicity Wealth LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Bruce George Donaldson work?

Bruce George Donaldson is listed as Chief Executive Officer/Board Member at Simplicity Wealth LLC on SEC Form ADV.

How much of Simplicity Wealth LLC does Bruce George Donaldson own?

Form ADV reports a beneficial ownership band of Under 5%.

Simplicity Wealth LLC

TitleChief Executive Officer/Board Member
OwnershipUnder 5%
Control personYes
Since2019
View Simplicity Wealth LLC →

Lifepro Asset Management, LLC

TitleBoard Member
OwnershipUnder 5%
Control personNo
Since2023
View Lifepro Asset Management, LLC →

Tlg Advisors, Inc.

TitleBoard Member
OwnershipUnder 5%
Control personYes
Since2023
View Tlg Advisors, Inc. →