RIA Intel›Advisers›Washington›SIMPLE WEALTH LLC

SIMPLE WEALTH LLC

Advisory

LIBERTY LAKE, WA

Data as of Aug 6, 2026 · Source: SEC Form ADV

Rank in WA

#482

of 505 advisers by AUM

Average account

$484K

across 112 accounts

AUM per adviser

$54M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 6, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$54M

Discretionary AUM$54M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients112

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, ID, TX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

112 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

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CRAIG CAPITAL LLC

$54M

LAKE UNION CAPITAL MANAGEMENT, LLC

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