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SIMPLYRICH

· CRD 119311 · IAPD ↗ · simplyrich.com · 866-589-0430

$438.9MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2024 — SIMPLYRICH reported RAUM up 35% ($243.2M -> $329.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.