SIMPLIFIED WEALTH MANAGEMENT, LLC
Legal name: SIMPLIFIED WEALTH MANAGEMENT
CRD #297059 SEC #801-123772 HATTIESBURG, MS 601-336-4265
SEC Registered
Total AUM
$179.5M
Discretionary
$179.5M
Employees
7
Clients
--
Accounts
1,451
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $179.5M | $179.5M | $0 | 7 | 0 |
| Jan 2025 | $179.5M | $179.5M | $0 | 7 | 0 |
| Feb 2024 | $156.4M | $156.4M | $0 | 7 | 0 |
| Jul 2023 | $121M | $121M | $0 | 6 | 0 |
| Mar 2023 | $121M | $121M | $0 | 6 | 0 |
| Jan 2023 | $115M | $115M | $0 | 8 | 0 |
| Nov 2022 | $115M | $115M | $0 | 8 | 0 |
| Mar 2022 | $115M | $115M | $0 | 8 | 0 |
DateAug 2025
Total AUM$179.5M
Discretionary$179.5M
Non-Disc.$0
Employees7
Clients0
DateJan 2025
Total AUM$179.5M
Discretionary$179.5M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$156.4M
Discretionary$156.4M
Non-Disc.$0
Employees7
Clients0
DateJul 2023
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees6
Clients0
DateJan 2023
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees8
Clients0
DateNov 2022
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees8
Clients0