Simplicity Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Summit, NJ. Its latest Form ADV filing, dated April 8, 2026, reports $4.3B in regulatory assets under management, 424 employees, 52 offices, and 14,045 accounts.
Assets Under Management
$4.3B
Employees
424
Offices
52 offices
Total Clients
8,494
Primary office
SUMMIT, NJ
475 SPRINGFIELD AVE., SUITE #1, SUMMIT, NJ, United States
Top client segmentIndividuals represent 92.0% of total clients.
Top client categories% of clientsClients
1
Individuals
92.0%
7,811
2
HNWI
7.6%
645
3
Other Advisers
0.4%
36
Additional categories (<0.1%)
Banks<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.3Bas of April 8, 2026
Discretionary98.1%
$4.2B
98% of total RAUM98.1%
Non-discretionary1.9%
$83M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$4.3B
Total Accounts14,045
10Y AUM Change+$4.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees424
Clients per Employee20:1
10Y Employee Change+418 (+6966.7%)
* 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.