PPrivate Fund Data Log in Join · $37/mo

Kevin Andrew McCormick

Managing Principal / CcoSimplified Wealth Management, LLCCRD 5533934

About Kevin Andrew McCormick

Kevin Andrew McCormick is listed as Managing Principal / Cco at Simplified Wealth Management, LLC in Hattiesburg, MS. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Simplified Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kevin Andrew McCormick work?

Kevin Andrew McCormick is listed as Managing Principal / Cco at Simplified Wealth Management, LLC on SEC Form ADV.

How much of Simplified Wealth Management, LLC does Kevin Andrew McCormick own?

Form ADV reports a beneficial ownership band of Over 75%.

Simplified Wealth Management, LLC

TitleManaging Principal / Cco
OwnershipOver 75%
Control personYes
Since2018
View Simplified Wealth Management, LLC →