Key facts
- SIMPLICITY WEALTH is a other based in SUMMIT, NJ.
Registered with the SEC
Form ADV · 2026-04 · CRD 300572- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 424
- Registered office
- SUMMIT, NJ
- SEC status
- Approved
Discloses a disciplinary history on Form ADV. Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as SIMPLICITY WEALTH LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for SIMPLICITY WEALTH are on record yet. Positions surface from round participations, filings, and coverage.
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