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 3 of 3

• Hoyt Scott RobeyCRD 2927026 · Woods Cross, UT
  IA RegisteredRegistration inactive
• Joseph Everette RosemanCRD 1411559 · Charlotte, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Thomas John RozmanCRD 1699670 · Minneapolis, MN
  IA Registered
• Joseph William RemsonCRD 6958531 · Nashua, NH
  IA RegisteredRegistration inactive
• John Robert ResslerCRD 1523226 · Lady Lake, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Daniel Scott RhoadsCRD 7437030 · Pennsburg, PA
  IA Registered
• Joel Steven RieckCRD 6855088 · Flagstaff, AZ
  IA Registered
• Armen RileyCRD 7993771 · Ocala, FL
  IA Registered
• Michael David RileyCRD 2341131 · Ocala, FL
  IA RegisteredBroker
• Anthony John RossiCRD 7819878 · Summit, NJ
  IA RegisteredBroker
• James Russell ScottCRD 4920768 · Palm Beach, FL
  IA Registered
• Donald A SheltonCRD 5675852 · Miami, FL
  IA Registered
• Kevin Murray SmithCRD 1236059 · Orlando, FL
  IA Registered
• Michael Jerry SnaselCRD 1202113 · Kingwood, TX
  IA Registered
• Dennis Bernard SzymanskiCRD 4454278 · Linden, MI
  IA Registered
• Robert Joseph SayreCRD 4665813 · Wayne, PA
  IA RegisteredBroker
• Sergio SerranoCRD 6809086 · Phoenix, AZ
  IA Registered
• Rishit Harishkumar ShahCRD 8141235 · Prospect Heights, IL
  IA Registered
• Phylip Charles SimmonsCRD 5950595 · San Diego, CA
  IA RegisteredBroker
• Mark Christopher SpoonerCRD 1870161 · Summit, NJ
  IA RegisteredBroker
• Victoria StoutCRD 7458559 · Pine Brook, NJ
  IA Registered
• Dylan SunderlandCRD 7984753 · Fargo, ND
  IA Registered
• Ronald Scott TetleyCRD 5278239 · Akron, OH
  IA Registered
• Paul Adam TinnirelloCRD 4187538 · Summit, NJ
  IA Registered
• Jerry Marlin ToombsCRD 2245232 · Logan, UT
  IA RegisteredRegistration inactive
• Michael James Smith TuckerCRD 2861731 · Stephenville, TX
  IA RegisteredRegistration inactive
• Hunt Stephens TaylorCRD 4129261 · Memphis, TN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Timothy TuschinskiCRD 7906641 · Melbourne, FL
  IA Registered
• Heather Nicole UlzCRD 3073249 · San Diego, CA
  IA Registered
• Timothy Reid UnderwoodCRD 6260605 · Prairie Village, KS
  IA RegisteredRegistration inactive
• Mario Matthew UybocoCRD 2951740 · La Verne, CA
  IA RegisteredRegistration inactive
• August Henry VeltenCRD 821458 · Melbourne, FL
  IA Registered
• David Jay VogelCRD 1020967 · Sandy Springs, GA
  IA Registered
  Disclosure event(s) on record
• Gary Henry VogelCRD 2009730 · Waco, TX
  IA Registered
• Sandeep VarmaCRD 1926613 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Parry James WardCRD 2452154 · Tryon, NC
  IA Registered
• Gene Isao WatanabeCRD 1183475 · Honolulu, HI
  IA Registered
  Disclosure event(s) on record
• Brian WakefieldCRD 7051384 · Ocala, FL
  IA RegisteredBroker
• Richard Kent WarfieldCRD 7829321 · Hudson, OH
  IA Registered
• Parker Nelson WeimarCRD 6802207 · San Diego, CA
  IA Registered
  Disclosure event(s) on record
• Susan Lee WienekeCRD 6915408 · Maple Grove, MN
  IA Registered
• Zachary WilliamsCRD 7911324 · Atlanta, GA
  IA Registered
• David Lawrence WohlwendCRD 2607909 · Bloomington, MN
  IA RegisteredBroker
• Kimberly Lynn WoodsumCRD 7878093 · Lincolnshire, IL
  IA Registered

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.