Simplicity Wealth

Firm record

As recorded in SEC IAPD

Firm CRD

300572

SEC number

801-114798

Firm type

RIA

Assets under management

$4.3B as of Apr 8, 2026

Website

www.linkedin.com/in/chadblantonsimplicityscottsdale ↗

Phone

844-220-8326

Address

475 Springfield Ave., Summit, NJ, 07901

Advisors at this firm

144 in our index · page 2 of 3

• Leslie Kathryn HollingsworthCRD 6832692 · Huntsville, AL
  IA RegisteredRegistration inactive
• Sherry Xin HuCRD 7726312 · Pleasanton, CA
  IA Registered
• Gabriel HurtCRD 8091733 · Twin Falls, ID
  IA Registered
• Randy Gerard HuxCRD 5475760 · Lafayette, LA
  IA RegisteredRegistration inactive
• Shaymond Alan JanesCRD 6288930 · Overland Park, KS
  IA Registered
• Rodney Dean JarrellCRD 6386637 · Carrollton, TX
  IA Registered
  Disclosure event(s) on record
• Linda Rose JensenCRD 2548401 · Olympia, WA
  IA Registered
• Jennifer Lee JostCRD 5020750 · Charlotte, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jeffrey David JuniperCRD 5550662 · Scottsdale, AZ
  IA Registered
• Justin Jay JonesCRD 7617738 · Dacula, GA
  IA Registered
• David Joseph JulianCRD 6987904 · San Diego, CA
  IA Registered
• Nicholas KaiserCRD 5392049 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Michael Patrick KellyCRD 2180034 · Lynden, WA
  IA Registered
• Chase Aaron KlusmanCRD 7758243 · Lenexa, KS
  IA Registered
• Kevin Aaron KrauseCRD 7595276 · Irvine, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher John LesterCRD 2875370 · Cream Ridge, NJ
  IA Registered
  Disclosure event(s) on record
• Carlos Omar LopezCRD 6747145 · Mcallen, TX
  IA Registered
• Elena M LarsonCRD 6848392 · Meredith, NH
  IA Registered
• Bryce Patterson LeeCRD 7864797 · Spokan Valley, WA
  IA Registered
• David R LesterCRD 8043530 · San Diego, CA
  IA Registered
• Ryan Jennestad LovellCRD 4981652 · Bloomington, MN
  IA RegisteredBroker
• Joseph Francis MacmunnCRD 2476207 · Clinton, MA
  IA Registered
  Disclosure event(s) on record
• Jack MalarikCRD 1222015 · Chardon, OH
  IA Registered
• William Boyd MillerCRD 4402079 · Mandeville, LA
  IA RegisteredRegistration inactive
• Dennis Patrick MaguireCRD 4674638 · Wayne, PA
  IA RegisteredBroker
• Brian Robert ManderscheidCRD 6764201 · San Diego, CA
  IA Registered
• Jared MargoliesCRD 3201712 · Summit, NJ
  IA RegisteredBroker
• Joey Sylvester MartinCRD 6247008 · Pearland, TX
  IA RegisteredBroker
• Erin Bartlett MccannCRD 2943981 · Summit, NJ
  IA RegisteredBroker
• Aleksandr Arturovich MelkumovCRD 6268681 · Phoenix, AZ
  IA RegisteredBroker
• Mark Alan MerrittCRD 2708223 · West Hartford, CT
  IA RegisteredBroker
• Derrick Richard MimsCRD 6167632 · Palm Beach Gardens, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Braden C MonahanCRD 7846665 · Lincolnshire, IL
  IA Registered
• Michael Vincent MortellaroCRD 2142876 · Summit, NJ
  IA RegisteredBroker
• Vincent MunnoCRD 1346702 · Clearwater, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Thomas MurphyCRD 3193173 · Glastonbury, CT
  IA RegisteredBroker
• Jeffery Gene MusgroveCRD 6617671 · Waller, TX
  IA Registered
• Steven MusserCRD 2152088 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kevin Patrick NuberCRD 6764212 · San Diego, CA
  IA Registered
• Justin Bernard O'keefeCRD 8132620 · Ocean Springs, MS
  IA Registered
• Daniel Patrick OtooleCRD 1710600 · Summit, NJ
  IA RegisteredRegistration inactive
• Robert Okumu-MccarronCRD 6932247 · Nashua, NH
  IA RegisteredRegistration inactive
• Eduardo Walter Ortega-GhiglioneCRD 7249511 · Fort Lauderdale, FL
  IA RegisteredRegistration inactive
• Jason Robert ParrishCRD 4661650 · Westerville, OH
  IA RegisteredRegistration inactive
• Joshua Allan PickCRD 3277708 · Lewis Center, OH
  IA RegisteredRegistration inactive
• Thomas Ralph PittsCRD 5066128 · Spartanburg, SC
  IA RegisteredRegistration inactive
• Jason Matthew PeroniCRD 2754901 · Charleston, SC
  IA Registered
  Disclosure event(s) on record
• Arcie PettyCRD 7083984 · Lakewood, OH
  IA RegisteredRegistration inactive
• Paul Douglas ReaburnCRD 4125521 · San Diego, CA
  IA Registered
• Paula Jean ReynoldsCRD 6166788 · Woodbury, MN
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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