LP Profile

Simplifi

Also known as simplifi

Wealth ManagerSan Diego, United StatesFounded 2010
San Diego
Headquarters
Investment Focus

About Simplifi

Simplifi is a wealth manager based in San Diego, US. Founded in 2010.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Simplifi from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$276.1M
Total Clients
576
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Simplifi across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Simplifi?

Simplifi is a wealth manager based in San Diego, United States.

Where is Simplifi headquartered?

Simplifi is headquartered in San Diego, United States.

When was Simplifi founded?

Simplifi was founded in 2010.

How can I contact Simplifi?

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