Simplified Wealth Management
Simplified Wealth Management is an SEC-registered mass-market adviser in Hattiesburg, MS with $225.5M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Simplified Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297059, SEC 801-123772, data through 2026-02-16.
- AUM (assets under management / regulatory AUM)
- $225.5M (2026-02-16)
- Firm type
- Mass-Market Adviser
- Location
- Hattiesburg, MS
- Employees
- 9
- Clients
- 712
- CRD
- 297059
- Ownership
- MCCORMICK, KEVIN, ANDREW
How much AUM does Simplified Wealth Management have?
Simplified Wealth Management reported $225.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-16).
Who owns Simplified Wealth Management?
Disclosed owners and executives of Simplified Wealth Management include MCCORMICK, KEVIN, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.