SIMPLICITY WEALTH LLC
Legal name: SIMPLICITY WEALTH
CRD #300572 SEC #801-114798 SUMMIT, NJ 844-220-8326
SEC Registered Disclosures
Total AUM
$3.6B
Discretionary
$3.5B
Employees
242
Clients
10
Accounts
10,573
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.6B | $3.5B | $82.2M | 242 | 15 |
| Jan 2025 | $3.2B | $3.1B | $71.9M | 159 | 16 |
| Sep 2024 | $3.2B | $3.1B | $71.9M | 159 | 16 |
| May 2024 | $3.2B | $3.1B | $71.9M | 159 | 16 |
| Mar 2024 | $3.2B | $3.1B | $71.9M | 159 | 16 |
| Dec 2023 | $201M | $201M | $0 | 132 | 0 |
| Nov 2023 | $201M | $201M | $0 | 131 | 0 |
| Nov 2023 | $201M | $201M | $0 | 130 | 0 |
| Oct 2023 | $201M | $201M | $0 | 130 | 0 |
| Sep 2023 | $201M | $201M | $0 | 130 | 0 |
| Aug 2023 | $201M | $201M | $0 | 130 | 0 |
| Aug 2023 | $201M | $201M | $0 | 60 | 0 |
| Aug 2023 | $201M | $201M | $0 | 58 | 0 |
| Jul 2023 | $201M | $201M | $0 | 59 | 0 |
| Jul 2023 | $201M | $201M | $0 | 57 | 0 |
| Jun 2023 | $201M | $201M | $0 | 54 | 0 |
| May 2023 | $201M | $201M | $0 | 50 | 0 |
| May 2023 | $201M | $201M | $0 | 50 | 0 |
| Apr 2023 | $201M | $201M | $0 | 46 | 0 |
| Mar 2023 | $201M | $201M | $0 | 46 | 0 |
| Mar 2023 | $201M | $201M | $0 | 45 | 0 |
| Dec 2022 | $172.7M | $172.7M | $0 | 43 | 5 |
| Nov 2022 | $172.7M | $172.7M | $0 | 42 | 5 |
| Oct 2022 | $172.7M | $172.7M | $0 | 42 | 5 |
| Oct 2022 | $172.7M | $172.7M | $0 | 41 | 5 |
| Sep 2022 | $172.7M | $172.7M | $0 | 41 | 5 |
| Sep 2022 | $172.7M | $172.7M | $0 | 42 | 5 |
| Sep 2022 | $172.7M | $172.7M | $0 | 41 | 5 |
| Aug 2022 | $172.7M | $172.7M | $0 | 38 | 5 |
| Jul 2022 | $172.7M | $172.7M | $0 | 39 | 5 |
| Jul 2022 | $172.7M | $172.7M | $0 | 38 | 5 |
| Jun 2022 | $172.7M | $172.7M | $0 | 37 | 5 |
| May 2022 | $172.7M | $172.7M | $0 | 36 | 5 |
| May 2022 | $172.7M | $172.7M | $0 | 37 | 5 |
| Apr 2022 | $172.7M | $172.7M | $0 | 37 | 5 |
| Apr 2022 | $172.7M | $172.7M | $0 | 37 | 5 |
| Apr 2022 | $172.7M | $172.7M | $0 | 37 | 5 |
| Apr 2022 | $172.7M | $172.7M | $0 | 39 | 5 |
| Mar 2022 | $172.7M | $172.7M | $0 | 39 | 5 |
| Jan 2022 | $164.8M | $164.8M | $0 | 41 | 0 |
| Dec 2021 | $164.8M | $164.8M | $0 | 41 | 0 |
| Dec 2021 | $164.8M | $164.8M | $0 | 42 | 0 |
| Nov 2021 | $164.8M | $164.8M | $0 | 42 | 0 |
| Oct 2021 | $164.8M | $164.8M | $0 | 42 | 0 |
| Sep 2021 | $164.8M | $164.8M | $0 | 42 | 0 |
| Aug 2021 | $164.8M | $164.8M | $0 | 41 | 0 |
| Jun 2021 | $164.8M | $164.8M | $0 | 42 | 0 |
| Apr 2021 | $164.8M | $164.8M | $0 | 45 | 0 |
| Apr 2021 | $164.8M | $164.8M | $0 | 44 | 0 |
| Apr 2021 | $164.8M | $164.8M | $0 | 46 | 0 |
| Feb 2021 | $49.3M | $49.3M | $0 | 41 | 0 |
| Nov 2020 | $49.3M | $49.3M | $0 | 41 | 0 |
| Oct 2020 | $49.3M | $49.3M | $0 | 41 | 0 |
| Sep 2020 | $49.3M | $49.3M | $0 | 41 | 0 |
| Sep 2020 | $49.3M | $49.3M | $0 | 41 | 0 |
| Aug 2020 | $49.3M | $49.3M | $0 | 41 | 0 |
| Jul 2020 | $49.3M | $49.3M | $0 | 41 | 0 |
| May 2020 | $49.3M | $49.3M | $0 | 41 | 0 |
| Apr 2020 | $49.3M | $49.3M | $0 | 41 | 0 |
| Mar 2020 | $49.3M | $49.3M | $0 | 41 | 0 |
| Mar 2020 | $0 | $0 | $0 | 32 | 0 |
| Mar 2020 | $0 | $0 | $0 | 32 | 0 |
| Jan 2020 | $0 | $0 | $0 | 31 | 0 |
| Dec 2019 | $0 | $0 | $0 | 31 | 0 |
| Nov 2019 | $0 | $0 | $0 | 31 | 0 |
| Nov 2019 | $0 | $0 | $0 | 28 | 0 |
| Nov 2019 | $0 | $0 | $0 | 28 | 0 |
| Oct 2019 | $0 | $0 | $0 | 27 | 0 |
| Sep 2019 | $0 | $0 | $0 | 27 | 0 |
| Aug 2019 | $0 | $0 | $0 | 26 | 0 |
| Jul 2019 | $0 | $0 | $0 | 22 | 0 |
| Jun 2019 | $0 | $0 | $0 | 13 | 0 |
| May 2019 | $0 | $0 | $0 | 13 | 0 |
| Apr 2019 | $0 | $0 | $0 | 11 | 0 |
| Apr 2019 | $0 | $0 | $0 | 10 | 0 |
| Apr 2019 | $0 | $0 | $0 | 6 | 0 |
| Mar 2019 | $0 | $0 | $0 | 6 | 0 |
| Feb 2019 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$82.2M
Employees242
Clients15
DateJan 2025
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$71.9M
Employees159
Clients16
DateSep 2024
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$71.9M
Employees159
Clients16
DateMay 2024
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$71.9M
Employees159
Clients16
DateMar 2024
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$71.9M
Employees159
Clients16
DateDec 2023
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees132
Clients0
DateNov 2023
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees131
Clients0
DateNov 2023
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees130
Clients0
DateOct 2023
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees130
Clients0
DateSep 2023
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees130
Clients0
DateAug 2023
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees130
Clients0
DateAug 2023
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees60
Clients0
DateAug 2023
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees58
Clients0
DateJul 2023
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees59
Clients0
DateJul 2023
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees57
Clients0
DateJun 2023
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees54
Clients0
DateMay 2023
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees50
Clients0
DateMay 2023
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees50
Clients0
DateApr 2023
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees46
Clients0
DateMar 2023
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees46
Clients0
DateMar 2023
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees45
Clients0
DateDec 2022
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees43
Clients5
DateNov 2022
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees42
Clients5
DateOct 2022
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees42
Clients5
DateOct 2022
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees41
Clients5
DateSep 2022
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees41
Clients5
DateSep 2022
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees42
Clients5
DateSep 2022
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees41
Clients5
DateAug 2022
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees38
Clients5
DateJul 2022
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees39
Clients5
DateJul 2022
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees38
Clients5
DateJun 2022
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees37
Clients5
DateMay 2022
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees36
Clients5
DateMay 2022
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees37
Clients5
DateApr 2022
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees37
Clients5
DateApr 2022
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees37
Clients5
DateApr 2022
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees37
Clients5
DateApr 2022
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees39
Clients5
DateMar 2022
Total AUM$172.7M
Discretionary$172.7M
Non-Disc.$0
Employees39
Clients5
DateJan 2022
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees41
Clients0
DateDec 2021
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees41
Clients0
DateDec 2021
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees42
Clients0
DateNov 2021
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees42
Clients0
DateOct 2021
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees42
Clients0
DateSep 2021
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees42
Clients0
DateAug 2021
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees41
Clients0
DateJun 2021
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees42
Clients0
DateApr 2021
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees45
Clients0
DateApr 2021
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees44
Clients0
DateApr 2021
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees46
Clients0
DateFeb 2021
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees41
Clients0
DateNov 2020
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees41
Clients0
DateOct 2020
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees41
Clients0
DateSep 2020
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees41
Clients0
DateSep 2020
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees41
Clients0
DateAug 2020
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees41
Clients0
DateJul 2020
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees41
Clients0
DateMay 2020
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees41
Clients0
DateApr 2020
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees41
Clients0
DateMar 2020
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees41
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees32
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees32
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees31
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees31
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees31
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees28
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees28
Clients0
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees27
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees27
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees26
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees22
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees13
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0