HATTIESBURG, MSCRD 297059Latest ADV February 16, 2026
Simplified Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hattiesburg, MS. Its latest Form ADV filing, dated February 16, 2026, reports $226M in regulatory assets under management, 9 employees, and 1,642 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.5% of total clients.
Top client categories% of clientsClients
1
Individuals
86.5%
616
2
HNWI
12.8%
91
3
Corporations
0.7%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$226Mas of February 16, 2026
Discretionary100.0%
$226M
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.
Total AUM$226M
Total Accounts1,642
10Y AUM Change+$110M (+96.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee79:1
10Y Employee Change+1 (+12.5%)
* 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.