CRD: 152865
Simple Wealth LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-24-2011
- Office Locations
- 1
Office Locations
About Simple Wealth LLC
Simple Wealth (The Simple Wealth Family) is a Liberty Lake, WA advisory firm serving mature investors and families with long-term, goal-based planning around retirement and key investment decisions. The team provides financial planning and portfolio construction, including asset allocation using mutual funds and ETFs, and supports tax, insurance, and legacy planning. Custodies with Fidelity/NFS and uses Envestnet.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES JOHN POTTER JR
Chief Compliance Officer, Managing Member
- CRD
- #1402536
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MARYANNE ELIZABETH JOHN
--
- CRD
- #6321846
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,230,485 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,230,485 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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