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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Mississippi
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCCORMICK, KEVIN, ANDREW | I | MANAGING PRINCIPAL / CCO | E | Control |
| MCCORMICK, KEVIN, ANDREW | I | MANAGING PRINCIPAL / CCO | E | Control |
| MCCORMICK, KEVIN, ANDREW | I | MANAGING PRINCIPAL / CCO | E | Control |
| MCCORMICK, KEVIN, ANDREW | I | MANAGING PRINCIPAL / CCO | E | Control |
| MCCORMICK, KEVIN, ANDREW | I | MANAGING PRINCIPAL / CCO | E | Control |
| MCCORMICK, KEVIN, ANDREW | I | MANAGING PRINCIPAL / CCO | E | Control |
| MCCORMICK, KEVIN, ANDREW | I | MANAGING PRINCIPAL / CCO | E | Control |
| MCCORMICK, KEVIN, ANDREW | I | MANAGING PRINCIPAL / CCO | E | Control |
| MCCORMICK, KEVIN, ANDREW | I | MANAGING PRINCIPAL / CCO | E | Control |
Registrations
Federal
IA
Aug 13, 2025 REGISTERED
Notice Filings (10)
AL AR FL GA LA MS NE NH TN TX
Address
14 ORLEANS DRIVEHATTIESBURG, MS 39402
United States
Phone: 601-336-4265