SIMPLEX WEALTH MANAGEMENT, LLC
Legal name: SIMPLEX WEALTH MANAGEMENT
CRD #170265 SEC #801-101496 DANVILLE, CA 925-804-6468
SEC Registered
Total AUM
$258.9M
Discretionary
$257.7M
Employees
9
Clients
101
Accounts
769
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $258.9M | $257.7M | $1.2M | 9 | 0 |
| Mar 2024 | $219.4M | $218.8M | $680.1K | 10 | 0 |
| Feb 2023 | $202.5M | $194M | $8.5M | 8 | 0 |
| Mar 2022 | $229.7M | $222M | $7.7M | 8 | 0 |
| Mar 2021 | $182.9M | $177M | $5.9M | 11 | 0 |
| Jun 2020 | $135.8M | $127.2M | $8.6M | 8 | 0 |
| Feb 2020 | $135.8M | $127.2M | $8.6M | 8 | 0 |
| Mar 2019 | $96.8M | $75.9M | $21M | 6 | 0 |
| Mar 2018 | $67M | $49.7M | $17.3M | 5 | 0 |
| Mar 2017 | $19.4M | $16.4M | $3.1M | 6 | 26 |
| Mar 2017 | $19.4M | $16.4M | $3.1M | 6 | 26 |
| Mar 2016 | $3.6M | $2.5M | $1.1M | 4 | 11 |
| Jul 2015 | $0 | $0 | $0 | 3 | 0 |
DateFeb 2025
Total AUM$258.9M
Discretionary$257.7M
Non-Disc.$1.2M
Employees9
Clients0
DateMar 2024
Total AUM$219.4M
Discretionary$218.8M
Non-Disc.$680.1K
Employees10
Clients0
DateFeb 2023
Total AUM$202.5M
Discretionary$194M
Non-Disc.$8.5M
Employees8
Clients0
DateMar 2022
Total AUM$229.7M
Discretionary$222M
Non-Disc.$7.7M
Employees8
Clients0
DateMar 2021
Total AUM$182.9M
Discretionary$177M
Non-Disc.$5.9M
Employees11
Clients0
DateJun 2020
Total AUM$135.8M
Discretionary$127.2M
Non-Disc.$8.6M
Employees8
Clients0
DateFeb 2020
Total AUM$135.8M
Discretionary$127.2M
Non-Disc.$8.6M
Employees8
Clients0
DateMar 2019
Total AUM$96.8M
Discretionary$75.9M
Non-Disc.$21M
Employees6
Clients0
DateMar 2018
Total AUM$67M
Discretionary$49.7M
Non-Disc.$17.3M
Employees5
Clients0
DateMar 2017
Total AUM$19.4M
Discretionary$16.4M
Non-Disc.$3.1M
Employees6
Clients26
DateMar 2017
Total AUM$19.4M
Discretionary$16.4M
Non-Disc.$3.1M
Employees6
Clients26
DateMar 2016
Total AUM$3.6M
Discretionary$2.5M
Non-Disc.$1.1M
Employees4
Clients11
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0