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Simplicity Financial Marketing Holdings Inc.

OwnerSimplicity Wealth LLC

About Simplicity Financial Marketing Holdings Inc.

Simplicity Financial Marketing Holdings Inc. is listed as Owner at Simplicity Wealth LLC in Summit, NJ. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Simplicity Wealth LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Simplicity Financial Marketing Holdings Inc. work?

Simplicity Financial Marketing Holdings Inc. is listed as Owner at Simplicity Wealth LLC on SEC Form ADV.

How much of Simplicity Wealth LLC does Simplicity Financial Marketing Holdings Inc. own?

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

Simplicity Wealth LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2019