Simplyrich
Simplyrich is an SEC-registered ria with $438.9M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Simplyrich: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119311, SEC 801-69016, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $438.9M (2026-03-03)
- Firm type
- Ria
- Employees
- 2
- Clients
- 67
- CRD
- 119311
- Ownership
- ANTMAN, LESTER, MURRAY; GRANT, DOUGLAS; Jurman, Steve, Neal; ANTMAN, SASHA, Harway
How much AUM does Simplyrich have?
Simplyrich reported $438.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Simplyrich?
Disclosed owners and executives of Simplyrich include ANTMAN, LESTER, MURRAY, GRANT, DOUGLAS, Jurman, Steve, Neal, ANTMAN, SASHA, Harway. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.