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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-31-2019
- Office Locations
- 1
Office Locations
About Simplicity Wealth Management
Simplicity Wealth Management is a Virginia-based RIA led by CEO Christine Centeno, delivering financial planning and investment management for tech professionals and other clients navigating major life or career changes. The firm emphasizes equity-compensation and cash-flow planning, tax/estate and insurance coordination, and consolidating accounts into cost-conscious, ETF-heavy portfolios, with custody relationships including Schwab.
Team overview
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CRM
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
CHRISTINE AMILL CENTENO
Chief Compliance Officer, Financial Planner, PRINCIPAL
- CRD
- #5362641
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,937,683 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,937,683 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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