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AssetLock
Work with Simplicity Wealth for tailored financial planning, retirement strategies, and investment guidance designed to help you grow and protect your wealth.
Overview
Work with Simplicity Wealth for tailored financial planning, retirement strategies, and investment guidance designed to help you grow and protect your wealth.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Summit
Corporate office
475 Springfield Ave Summit, NJ 07901
Sector focus
Frequently asked questions
How does Simplicity Wealth build client portfolios?
According to the firm’s website, portfolios are constructed around a proprietary Value at Risk Analysis that assigns each client a personalized VaR Score. The score is meant to quantify tolerance for financial uncertainty, which the firm then uses to align investment allocations with client objectives. No specific asset-class weights, model portfolios, or third-party fund relationships are publicly disclosed.
Who runs investment decisions at the firm?
The public record does not list any named investment professionals, principals, or executive leadership. The firm’s website contains no team page, biographies, or professional designations for individuals responsible for investment decisions or portfolio management.
Does the firm disclose its assets under management or client count?
No. Neither the website nor any accessible public filing provides an AUM figure, deployment number, or client count. The firm’s financial scale is not verifiable from its current online presence.
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