Simple Wealth LLC

Simple Wealth LLC (CRD# 152865) is a financial advisory firm headquartered in Spokane, WA. They manage $27,749,042 in 191 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $145,283
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Simple Wealth LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles J. Potter
CRD#: 1402536
1310 N. Maple, Spokane, WA 99201
93
Wealthminder
score

Charles Potter (CRD# 1402536) is an Investment Advisor Representative working at Simple Wealth LLC in Spokane, WA and has over 31 years of experience in the finance industry.

2
Joshua J. Potter
CRD#: 2633991
1310 N. Maple, Spokane, WA 99201
93
Wealthminder
score

Joshua Potter (CRD# 2633991) is an Investment Advisor Representative working at Simple Wealth LLC in Spokane, WA and has over 18 years of experience in the finance industry.

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