Erin Bartlett McCann
PresidentSimplicity Wealth LLCCRD 2943981
About Erin Bartlett McCann
Erin Bartlett McCann is listed as President at Simplicity Wealth LLC in Summit, NJ. Form ADV reports a beneficial ownership band of Under 5%. Erin Bartlett McCann 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 Erin Bartlett McCann work?
Erin Bartlett McCann is listed as President at Simplicity Wealth LLC on SEC Form ADV.
How much of Simplicity Wealth LLC does Erin Bartlett McCann own?
Form ADV reports a beneficial ownership band of Under 5%.
Simplicity Wealth LLC
| Title | President |
| 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 |