RIA Intel›Advisers›Nevada›SIMPLIFY ASSET MANAGEMENT INC.

SIMPLIFY ASSET MANAGEMENT INC.

Institutional

N·LAS VEGAS, NV

Data as of Nov 4, 2024 · Source: SEC Form ADV

Total AUM

$9.6B

1-Year AUM Growth

+91.4%

3-Year CAGR

+85.1%

Employees

17

Assets Under Management

Total AUM$9.6B

Discretionary AUM$9.6B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients36

Team

Total Employees17

Investment Advisers45

Employee Growth (1Y)+30.0%

Filing History

Total Filings on Record16

First FilingJul 10, 2020

Latest FilingNov 4, 2024

🔒 Full AUM trend chart and 16 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SIMPLIFY ASSET MANAGEMENT INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.