Simplify Asset Management Inc.
● SEC registered since 2020CRD 309535SEC# 801-119255Las Vegas, NV
Reg. AUM
$9.64B
Employees
45
Accounts
36
Location
Las Vegas, NV
Simplify Asset Management Inc. assets under management
Simplify Asset Management Inc. is a registered investment adviser overseen by the SEC based in Las Vegas, NV. The firm has been registered since 2020. It reports $9.6 billion in regulatory assets under management and employs 45 people.
Simplify Asset Management Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Albert Ashok Moore | Chief Compliance Officer | Under 5% | 2025 |
| Brian Carroll Kelleher Control | Chief Revenue Officer | Under 5% | 2021 |
| David Marc Berns Control | Co-Founder, Chief Information Officer | 25-50% | 2020 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Simplify Asset Management Inc. manage?
Simplify Asset Management Inc. reports $9.6 billion in regulatory assets under management on its Form ADV.
How many employees does Simplify Asset Management Inc. have?
Simplify Asset Management Inc. reports 45 employees.
Where is Simplify Asset Management Inc. located?
Simplify Asset Management Inc. is based in Las Vegas, NV and has been SEC-registered since 2020.
Does Simplify Asset Management Inc. disclose fund performance?
Simplify Asset Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10845 Griffith Peak Drive, 2/F, Las Vegas, NV 89135 |
| Phone | 702-389-9705 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1752724 |
| Discloses disciplinary history | No |
Regulatory AUM
$9.64B▲ 107%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$9.64Bregulatory AUM
Discretionary $9.64B