Mitchell Marc Leidner
Cfo And Treasurer/Board MemberSimplicity Wealth LLCCRD 2420094
About Mitchell Marc Leidner
Mitchell Marc Leidner is listed as Cfo And Treasurer/Board Member at Simplicity Wealth LLC in Summit, NJ. Form ADV reports a beneficial ownership band of Under 5%. Mitchell Marc Leidner 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 Mitchell Marc Leidner work?
Mitchell Marc Leidner is listed as Cfo And Treasurer/Board Member at Simplicity Wealth LLC on SEC Form ADV.
How much of Simplicity Wealth LLC does Mitchell Marc Leidner own?
Form ADV reports a beneficial ownership band of Under 5%.
Simplicity Wealth LLC
| Title | Cfo And Treasurer/Board Member |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Lifepro Asset Management, LLC
| Title | Cfo/Treasurer And Board Member |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |
Tlg Advisors, Inc.
| Title | Board Member |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |