RIA Intel›Advisers›North Carolina›SIMPLIFIED WEALTH LLC

SIMPLIFIED WEALTH LLC

Advisory

NC

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$162K

across 60 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$5M

Non-Discretionary AUM$4M

Discretionary %54.3%

Total Clients32

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

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

32 clients

10 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 NC

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

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ARTIFEX ADVISORY GROUP, INC.

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J BRADIN FINANCIAL LLC

$10M

BROOKS FINANCIAL OF NORTH CAROLINA, LLC

$10M

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