# Simplified Wealth LLC

> 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.

- CRD: 318522
- Filed as: SIMPLIFIED WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318522
- AdvisorCensus page: https://advisorcensus.com/firm/simplified-wealth-llc-318522

## Quick answers

**How is Simplified Wealth LLC compensated?**
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).

**Is Simplified Wealth LLC registered with the SEC or a state?**
Simplified Wealth LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318522.

**How much does Simplified Wealth LLC manage?**
Simplified Wealth LLC reports $9,741,719 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (54% discretionary).

**What types of clients does Simplified Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22); high net worth individuals (10).

**Does Simplified 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/318522

## 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: $9,741,719
- Discretionary: $5,291,905
- Non-discretionary: $4,449,814

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $8,431,977 |
| High net worth individuals | 10 | $1,309,742 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- simplifiedwealth.us
- LinkedIn @andrew-lippert-cfa®-cfp®-ea-a4a02625

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Simplified Wealth LLC (CRD 318522): Form ADV filing data as of October 2026.