Simplicity Wealth

Overview

Simplicity Wealth is an SEC registered investment adviser based in Summit, NJ, registered since 2019. It reports $4.3B in assets under management across 14,045 accounts, with 424 employees. It has 203 investment adviser representatives.

Reported AUM

$4.3B

Discretionary

98%

Accounts

14,045

Average account

$304K

Employees

424

Advisory reps

203

Registered since

2019

Jurisdictions

52

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Banks or Thrifts
• High Net Worth Individuals
• Individuals
• Other Investment Advisors

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 8

• Bruce George Donaldson Chief Executive Officer CRD 5851175
• Erin Bartlett McCann President CRD 2943981
• Mitchell Marc Leidner Chief Financial Officer and Treasurer, Board Member CRD 2420094

5 more executive officers, with direct contact details

Advisory reps 3 of 203

• Corey Abood Investment Adviser Rep CRD 8148273
• Christopher Alan Abrams Insurance Agent · Investment Adviser Rep CRD 6823008
• Ifeanyi Andrew Reuben Anyafo Insurance Agent · Investment Adviser Rep CRD 8047301

200 more advisory reps, with emails, phones and branch locations

Location

Headquarters

475 Springfield Ave # 1
Summit, NJ 07901

County

Union

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: firstfruitsam.com

Every state, with registration dates

Similar firms near Summit

• ECPSummit, NJ$33.4B AUM
• Circle Wealth Management, LLCSummit, NJ$14.1B AUM
• Forza Investment Group, LPSummit, NJ$4.6B AUM
• Solus Alternative Asset Management LPSummit, NJ$3.2B AUM
• Conversant Capital LLCSummit, NJ$3.1B AUM