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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-08-2022
- Office Locations
- 1
Office Locations
About Simplified Wealth LLC
Simplified Wealth is an independent, product-agnostic wealth advisory serving individuals and families with unified planning across portfolio design/implementation, tax planning/filing, estate strategy/execution, retirement, and employer benefits. The firm positions itself as consultative (no proprietary products or commission incentives) and emphasizes coordinating decisions to avoid unintended tax impacts. Custody includes Schwab and Fidelity/NFS.
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Investment Themes
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Owner & Executives
ANDREW MARTIN LIPPERT
Chief Compliance Officer, FOUNDER
- CRD
- #6025190
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,291,905 | -- |
| Non-Discretionary | $4,449,814 | -- |
| Total | $9,741,719 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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