SEC Form ADV

SIMPLIFIED WEALTH MANAGEMENT

Firm profile: Simplified Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMS

$225.5M

Assets Under Management

1,642

Total Clients

Employees

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Registration Details

Accession: CRD-297059
Location: HATTIESBURG, MS
Filing Date: February 16, 2026
AUM: $225.5M
Total Clients: 1,642
Employees: 9
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCorporations

About this Adviser

SIMPLIFIED WEALTH MANAGEMENT is a registered investment adviser headquartered in HATTIESBURG, MS, managing approximately $225.5M in assets across 1,642 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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