RIA Intel›Advisers›Illinois›SIMPLIFIED WEALTH MANAGEMENT, LLC

SIMPLIFIED WEALTH MANAGEMENT, LLC

Advisory

BARRINGTON, IL

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in IL

#1,396

of 1,719 advisers by AUM

Average account

$392K

across 59 accounts

AUM per adviser

$8M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients29

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, IL, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

29 clients

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

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