Siimpl
SEC RegisteredSmart. Strategic. SIIMPL.
About the firm
SIIMPL creates personalized wealth management strategies for every investor, enabling advisors to develop and implement sophisticated investment plans that don't sacrifice flexibility or liquidity. The platform separates assets into payout sleeves and transitions them into less volatile investments as liquidation dates approach.
Areas of expertise
Services
Personalized wealth management strategies built around three client inputs (spending start date, number of payouts, and risk tolerance level), with assets separated into payout sleeves and transitioned to less volatile investments as liquidation dates approach.
Who they serve
Investment advisors who manage client accounts and need personalized wealth management solutions for investors of any account size.
| Client segment | Clients | Assets managed |
|---|---|---|
| Insurance Companies | 0 | — |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| FBD Asset Mgmt (Affiliated Advisor) | 0.12% |
| All other RIAs | 0.24% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Siimpl has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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