AssetLock

The firm operates as Simplicity Wealth, a retail advisory practice that solicits individual clients through its website and contact form. Its marketing explicitly addresses high-net-worth individuals — the contact page segments prospects by net investable assets — and it functions as an SEC-registered-style wealth management shop rather than a single-family office.

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.

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.

The domain www.assetlock.com resolves entirely to Simplicity Wealth-branded pages. Every page title, meta description, and piece of on-site copy references Simplicity Wealth; the name AssetLock appears only as the domain and formal firm-name input. Effectively, AssetLock is the legal entity behind the Simplicity Wealth consumer-facing brand.

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.