RIA Intel›Advisers›Virginia›SIMPLIFIED WEALTH PLANNING LLC

SIMPLIFIED WEALTH PLANNING LLC

Advisory

Data as of Jan 12, 2026 · Source: SEC Form ADV

Average account

$288K

across 51 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients28

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

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.

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

28 clients

5 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in VA

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

GASKIN, HARRY THOMAS

$15M

MEHTA, KETAN, J

$15M

ARTAIS CAPITAL MANAGEMENT, LLC

$15M

THE LARA GROUP, LTD

VIENNA, VA

$15M

-44.9% 1Y

CANAAN INVESTMENT MANAGEMENT LLC

$15M

COMPASS CAPITAL INVESTMENTS LLC

FINCASTLE, VA

$15M

Get the full picture on SIMPLIFIED WEALTH PLANNING LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SIMPLIFIED WEALTH PLANNING LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans