Simplified Wealth Management

CRD 297059 · Hattiesburg, MS · $225.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 297059
SEC number: 801-123772
Firm type: RIA
Assets under management: $225.5M as of Feb 16, 2026
Website: myswm.com ↗
Phone: 601-336-4265
Address: 14 Orleans Drive, Hattiesburg, MS, 39402

Advisors at this firm

7 in our index · page 1 of 1

Ahmed Kamal AbouzaidCRD 8163607 · Hattiesburg, MS

IA Registered
James Ray CarpenterCRD 4492120 · Hattiesburg, MS

IA RegisteredRegistration inactive

Disclosure event(s) on record
Mark Douglas CreelCRD 2191409 · Hattiesburg, MS

IA RegisteredRegistration inactive

Disclosure event(s) on record
James Floyd GarrawayCRD 7132872 · Hattiesburg, MS

IA RegisteredRegistration inactive

Disclosure event(s) on record
Kevin Andrew MccormickCRD 5533934 · Hattiesburg, MS

IA RegisteredRegistration inactive
Kali Nevaeh PlunketCRD 8182327 · Hattiesburg, MS

IA Registered
Thomas Andrew RicksCRD 6244408 · Hattiesburg, MS

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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