Simplicity Wealth

Simplicity Wealth (CRD# 300572) is a financial advisory firm headquartered in Summit, NJ. They manage $201,035,405 in 2,342 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
86 Summit Ave, Ste 303, Summit, NJ 07901
https://www.augusthvelten.com
By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    2,342
    ACCOUNTS
  • Average Account Value
    $85,839
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Simplicity Wealth
Showing 31 - 40 of 42 top financial advisors.
31
Derrick Johnson, financial advisor Summit NJ
Derrick Johnson
CRD#: 7711020
86 Summit Ave, Ste 303, Summit, NJ 07901

Derrick Johnson (CRD# 7711020) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has 1 year of experience in the finance industry.

32
Justin Jones, financial advisor Dacula GA
Justin J. Jones
CRD#: 7617738
Dacula, GA

Justin Jones (CRD# 7617738) is an Investment Advisor Representative working at Simplicity Wealth in Dacula, GA and has 1 year of experience in the finance industry.

33
Matthew Krueger, financial advisor Hampshire IL
Matthew F. Krueger
CRD#: 7214358
103 N. State Street, Hampshire, IL 60135

Matthew Krueger (CRD# 7214358) is an Investment Advisor Representative working at Simplicity Wealth in Hampshire, IL and has over 3 years of experience in the finance industry.

34
Ted Miller, financial advisor Summit NJ
Ted Miller
CRD#: 7542500
86 Summit Ave, Ste 303, Summit, NJ 07901

Ted Miller (CRD# 7542500) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has 1 year of experience in the finance industry.

35
Daniel Nicolaescu, financial advisor Ponte Vedra Beach FL
Daniel A. Nicolaescu
CRD#: 6704550
822 North A1a Suite 310, Ponte Vedra Beach, FL 32082

Daniel Nicolaescu (CRD# 6704550) is an Investment Advisor Representative working at Simplicity Wealth in Ponte Vedra Beach, FL and has 1 year of experience in the finance industry.

36
Daniel Rhoads, financial advisor Summit NJ
Daniel S. Rhoads
CRD#: 7437030
86 Summit Ave, Ste 303, Summit, NJ 07901

Daniel Rhoads (CRD# 7437030) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has 1 year of experience in the finance industry.

37
Sharon Sanchez, financial advisor Summit NJ
Sharon D. Sanchez
CRD#: 6311573
86 Summit Ave, Ste 303, Summit, NJ 07901

Sharon Sanchez (CRD# 6311573) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 3 years of experience in the finance industry.

38
Jackson Sowell, financial advisor Bowling Green KY
Jackson Sowell
CRD#: 7695074
843 Fairview Ave, Bowling Green, KY 42101

Jackson Sowell (CRD# 7695074) is an Investment Advisor Representative working at Simplicity Wealth in Bowling Green, KY and has 1 year of experience in the finance industry.

39
Victoria Stout, financial advisor Pine Brook NJ
Victoria Stout
CRD#: 7458559
330 Changebridge Rd., Suite 101, Pine Brook, NJ 07058

Victoria Stout (CRD# 7458559) is an Investment Advisor Representative working at Simplicity Wealth in Pine Brook, NJ and has 1 year of experience in the finance industry.

40
Ronald Swanick, financial advisor Londonderry NH
Ronald T. Swanick
CRD#: 2494653
75 Gilcreast Rd., Suite 210, Londonderry, NH 03053

Ronald Swanick (CRD# 2494653) is an Investment Advisor Representative working at Simplicity Wealth in Londonderry, NH and has over 28 years of experience in the finance industry.

PREV ... 1 2 3 4 5 ... Next

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals