firm profile
Simplified Wealth Management
Overview
Simplified Wealth Management is an SEC registered investment adviser based in Hattiesburg, MS, registered since 2018. It reports $226M in assets under management across 1,642 accounts, with 9 employees. It has 7 investment adviser representatives.
- Reported AUM
- $226M
- Discretionary
- 100%
- Accounts
- 1,642
- Average account
- $137K
- Employees
- 9
- Advisory reps
- 7
- Registered since
- 2018
- Jurisdictions
- 10
As reported in the firm's February 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 1 of 1
- Kevin Andrew McCormick Managing Principal, Chief Compliance Officer CRD 5533934
Advisory reps 3 of 7
- Ahmed Kamal Abouzaid Investment Adviser Rep CRD 8163607
- James Ray Carpenter II Insurance Agent · Investment Adviser Rep CRD 4492120
- Mark Douglas Creel Investment Adviser Rep CRD 2191409
4 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 14 Orleans Dr
Hattiesburg, MS 39402 - County
- Lamar
- Metro area
- Hattiesburg, MS
- Region
- South
Registrations
- SEC registered
- Registered in 10 jurisdictions
- Website: myswm.com
Every state, with registration dates
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