CRD: 312513
Simplified Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Interactive Brokers · JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-26-2021
- Office Locations
- 1
Office Locations
About Simplified Wealth Management, LLC
Simplified Wealth Management is a Barrington, IL fee-based, fiduciary advisory firm providing customized financial planning and portfolio management for individuals and families—from first-time savers to retirees seeking a second look. The multi-licensed team brings ~100 years combined finance/business experience and emphasizes data-driven decisions, asset protection and risk management. Portfolios are implemented primarily with ETFs (custody includes Schwab).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LESLIE ANNE HERR
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4383165
- Ownership
- 25% but less than 50%
Showing 1 of 1 owners & executives
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MARIA D GRAFT
Partner
- CRD
- #5761131
Michael J Graft Jr.
Manager
- CRD
- #6743913
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,144,672 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,144,672 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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