Simplyrich is an SEC registered investment adviser organized as a sole proprietorship. Its latest Form ADV filing, dated March 3, 2026, reports $439M in regulatory assets under management, 2 employees, and 222 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.2% of total clients.
Top client categories% of clientsClients
1
HNWI
67.2%
45
2
Individuals
32.8%
22
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$439Mas of March 3, 2026
Discretionary100.0%
$439M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$439M
Total Accounts222
10Y AUM Change+$285M (+184.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee34:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.