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Thomas John Rozman

Chief Investment OfficerSimplicity Wealth LLCCRD 1699670

About Thomas John Rozman

Thomas John Rozman is listed as Chief Investment Officer at Simplicity Wealth LLC in Summit, NJ. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

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

Frequently asked questions

Where does Thomas John Rozman work?

Thomas John Rozman is listed as Chief Investment Officer at Simplicity Wealth LLC on SEC Form ADV.

How much of Simplicity Wealth LLC does Thomas John Rozman own?

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

Simplicity Wealth LLC

TitleChief Investment Officer
OwnershipUnder 5%
Control personYes
Since2021