RIA Intel›Advisers›Wisconsin›SIMPLICITY FINANCIAL, LLC

SIMPLICITY FINANCIAL, LLC

Advisory

MILWAUKEE, WI

Data as of Jan 22, 2026 · Source: SEC Form ADV

Average account
$101K
across 79 accounts
AUM per adviser
$8M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM
$8M
Discretionary %
100%
Clients
79
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$8M
Discretionary AUM$8M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients79
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InWI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WI

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

FINANCIAL PLANNING SERVICES, INC
MADISON, WI
$8M
-78.0% 1Y
BLEIDORN TAX & INVESTMENT SERVICES, LLC
$8M
REVISE CAPITAL LLC
$8M
WULLSCHLEGER GROUP LLC
MADISON, WI
$8M
ECLIPSE ASSET MANAGEMENT LLC
$8M
ANALYTICAL INVESTMENT SERVICES
LA CROSSE, WI
$8M

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