Simplified Wealth Management, LLC
● SEC registered since 2022CRD 297059SEC# 801-123772Hattiesburg, MS
Reg. AUM
$225.5M
Employees
9
Accounts
1,642
Location
Hattiesburg, MS
Simplified Wealth Management, LLC assets under management
Simplified Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Hattiesburg, MS. The firm has been registered since 2022. It reports $225.5 million in regulatory assets under management and employs 9 people.
Simplified Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Andrew McCormick Control | Managing Principal / Cco | Over 75% | 2018 |
Frequently asked questions
How much does Simplified Wealth Management, LLC manage?
Simplified Wealth Management, LLC reports $225.5 million in regulatory assets under management on its Form ADV.
How many employees does Simplified Wealth Management, LLC have?
Simplified Wealth Management, LLC reports 9 employees.
Where is Simplified Wealth Management, LLC located?
Simplified Wealth Management, LLC is based in Hattiesburg, MS and has been SEC-registered since 2022.
Does Simplified Wealth Management, LLC disclose fund performance?
Simplified Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14 Orleans Drive, Hattiesburg, MS 39402 |
| Phone | 601-336-4265 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$225.5M▲ 26%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$225.5Mregulatory AUM
Discretionary $225.5M