RIA Intel›Advisers›Virginia›SIMPLICITY WEALTH MANAGEMENT LLC

SIMPLICITY WEALTH MANAGEMENT LLC

Advisory

VA

Data as of Aug 24, 2026 · Source: SEC Form ADV

Average account

$209K

across 172 accounts

AUM per adviser

$18M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 24, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$36M

Discretionary AUM$36M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients47

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, VA, 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

47 clients

33 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 VA

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

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ATHENA GLOBAL INVESTORS, LLC

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HGI INVESTMENT ADVISORS, LLC

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ROYAL WEALTH MANAGEMENT, INC.

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