Simple Wealth LLC
Simple Wealth LLC (CRD# 152865) is a financial advisory firm headquartered in Spokane, WA. They manage $41,538,159 in 135 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management42MILLION
Total Number of Accounts135ACCOUNTS
Average Account Value$307,690
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Charles Potter (CRD# 1402536) is an Investment Advisor Representative working at Simple Wealth LLC in Spokane, WA and has over 32 years of experience in the finance industry.
Joshua Potter (CRD# 2633991) is an Investment Advisor Representative working at Simple Wealth LLC in Spokane, WA and has over 19 years of experience in the finance industry.