Bruce George Donaldson
Chief Executive Officer/Board MemberSimplicity Wealth LLCCRD 5851175
About Bruce George Donaldson
Bruce George Donaldson is listed as Chief Executive Officer/Board Member at Simplicity Wealth LLC in Summit, NJ. Form ADV reports a beneficial ownership band of Under 5%. Bruce George Donaldson is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Simplicity Wealth LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Bruce George Donaldson work?
Bruce George Donaldson is listed as Chief Executive Officer/Board Member at Simplicity Wealth LLC on SEC Form ADV.
How much of Simplicity Wealth LLC does Bruce George Donaldson own?
Form ADV reports a beneficial ownership band of Under 5%.
Simplicity Wealth LLC
| Title | Chief Executive Officer/Board Member |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2019 |
Lifepro Asset Management, LLC
| Title | Board Member |
| Ownership | Under 5% |
| Control person | No |
| Since | 2023 |
Tlg Advisors, Inc.
| Title | Board Member |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |