{
  "crd_number": 318522,
  "slug": "simplified-wealth-llc-318522",
  "primary_business_name": "SIMPLIFIED WEALTH LLC",
  "legal_name": "SIMPLIFIED WEALTH LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2022-03-08",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 9741719.0,
  "raum_discretionary": 5291905.0,
  "raum_non_discretionary": 4449814.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 8431977.0,
      "count": 22
    },
    "high_net_worth_individuals": {
      "raum": 1309742.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NC"
  ],
  "websites": [
    "https://linkedin.com/in/andrew-lippert-cfa%C2%AE-cfp%C2%AE-ea-a4a02625",
    "https://simplifiedwealth.us"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318522",
  "listing_state": "NC",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/simplified-wealth-llc-318522",
  "display_name": "Simplified Wealth LLC",
  "summary": "Simplified Wealth LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Simplified Wealth LLC (CRD 318522): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Simplified Wealth LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Simplified Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Is Simplified Wealth LLC registered with the SEC or a state?",
      "a": "Simplified Wealth LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318522."
    },
    {
      "q": "How much does Simplified Wealth LLC manage?",
      "a": "Simplified Wealth LLC reports $9,741,719 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (54% discretionary)."
    },
    {
      "q": "What types of clients does Simplified Wealth LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22); high net worth individuals (10)."
    },
    {
      "q": "Does Simplified Wealth LLC report any disciplinary disclosures?",
      "a": "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/318522"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/simplified-wealth-llc-318522.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 22,
      "fewer_than_5": false,
      "raum": 8431977.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 10,
      "fewer_than_5": false,
      "raum": 1309742.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318522",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}