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Mitchell Marc Leidner

Cfo And Treasurer/Board MemberSimplicity Wealth LLCCRD 2420094

About Mitchell Marc Leidner

Mitchell Marc Leidner is listed as Cfo And Treasurer/Board Member at Simplicity Wealth LLC in Summit, NJ. Form ADV reports a beneficial ownership band of Under 5%. Mitchell Marc Leidner 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 Mitchell Marc Leidner work?

Mitchell Marc Leidner is listed as Cfo And Treasurer/Board Member at Simplicity Wealth LLC on SEC Form ADV.

How much of Simplicity Wealth LLC does Mitchell Marc Leidner own?

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

Simplicity Wealth LLC

TitleCfo And Treasurer/Board Member
OwnershipUnder 5%
Control personYes
Since2021
View Simplicity Wealth LLC →

Lifepro Asset Management, LLC

TitleCfo/Treasurer And Board Member
OwnershipUnder 5%
Control personYes
Since2022
View Lifepro Asset Management, LLC →

Tlg Advisors, Inc.

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