# Simple Wealth LLC

> Simple Wealth LLC is a state-registered investment advisory firm in Liberty Lake, WA, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 6, 2026.

- CRD: 152865
- Filed as: SIMPLE WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Liberty Lake, WA
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152865
- AdvisorCensus page: https://advisorcensus.com/firm/simple-wealth-llc-liberty-lake-wa-152865

## Quick answers

**How is Simple Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Simple Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Simple Wealth LLC located?**
Simple Wealth LLC's principal office is in Liberty Lake, WA, according to its Form ADV.

**Is Simple Wealth LLC registered with the SEC or a state?**
Simple Wealth LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 152865.

**How much does Simple Wealth LLC manage?**
Simple Wealth LLC reports $54,230,485 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary).

**What types of clients does Simple Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (78); high net worth individuals (30); charitable organizations (4).

**Does Simple Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/152865

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $54,230,485
- Discretionary: $54,230,485
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $23,017,603 |
| High net worth individuals | 30 | $25,589,026 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 4 | $5,623,856 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thesimplewealthsolution.com
- Facebook @SimpleWealthSolution

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Simple Wealth LLC (CRD 152865): Form ADV filing data as of October 2026.