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SIMPLIFIED WEALTH MANAGEMENT

HATTIESBURG, MS · CRD 297059 · IAPD ↗ · myswm.com · 601-336-4265

$225.5MRegulatory AUM
7Advisory reps
9Employees
0Clients
n/aPlanning clients
0Private funds
10States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
March 2026 — SIMPLIFIED WEALTH MANAGEMENT changed its website from mysimplifiedwealth.com to myswm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
March 2026 — SIMPLIFIED WEALTH MANAGEMENT reported RAUM up 26% ($179.5M -> $225.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
March 2026 — SIMPLIFIED WEALTH MANAGEMENT grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
44
February 2025 — SIMPLIFIED WEALTH MANAGEMENT notice-filed in NE, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2024 — SIMPLIFIED WEALTH MANAGEMENT reported RAUM up 29% ($121.0M -> $156.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
March 2024 — SIMPLIFIED WEALTH MANAGEMENT now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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