Simplicity Wealth LLC
● SEC registered since 2019CRD 300572SEC# 801-114798Summit, NJ
Reg. AUM
$4.27B
Employees
424
Accounts
14,045
Location
Summit, NJ
Simplicity Wealth LLC assets under management
Simplicity Wealth LLC is an SEC-registered investment adviser based in Summit, NJ. The firm has been registered since 2019. It reports $4.3 billion in regulatory assets under management and employs 424 people.
Simplicity Wealth LLC owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce George Donaldson Control | Chief Executive Officer/Board Member | Under 5% | 2019 |
| Christina Parker Control | General Counsel | Under 5% | 2021 |
| Erin Bartlett McCann Control | President | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Simplicity Wealth LLC manage?
Simplicity Wealth LLC reports $4.3 billion in regulatory assets under management on its Form ADV.
How many employees does Simplicity Wealth LLC have?
Simplicity Wealth LLC reports 424 employees.
Where is Simplicity Wealth LLC located?
Simplicity Wealth LLC is based in Summit, NJ and has been SEC-registered since 2019.
Does Simplicity Wealth LLC disclose fund performance?
Simplicity Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 475 Springfield Ave., Suite #1, Summit, NJ 07901 |
| Phone | 844-220-8326 |
| Office hours | 8:30 - 5:00 |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1913243 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$4.27B▲ 35%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 2%
More than 98% of 16,825 advisers
Assets under management
$4.27Bregulatory AUM
Discretionary $4.19BNon-discretionary $82.6M