SIMPLICITY WEALTH
Legal Name: SIMPLICITY WEALTH LLC
Full Contact Details
SIMPLICITY WEALTH
148 S. RIVER AVE., STE. 301, HOLLAND, MI
855-575-7441
Other Info
Simplicity Wealth LLC, a Michigan-based Limited Liability Company, employs 28 professionals in advisory roles. While the number of clients served is unknown, the firm's last Reported SEC status is Approved, with a registration date of March 11, 2019.
Simplicity Wealth – Simplify your investment business with one platform
Asset Management Marketing Case Design Support Technology Partner Menu Simplify Your Investment Business with One Platform Simplicity Wealth is a comprehensive wealth management platform that offers independent financial advisors with resourceful solutions for building a successful investment busine…
Direct Owners
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ADVISORY ALPHA, LLC
OWNER owns more than 50% but less than 75%
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KATIE LYN KOEMAN
CHIEF COMPLIANCE OFFICER owns less than 5%
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SIMPLICITY FINANCIAL MARKETING HOLDINGS INC.
OWNER owns more than 50% but less than 75%
Indirect Owners
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AQUILINE CAPITAL PARTNERS GP (OFFSHORE) LTD.
GENERAL PARTNER
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AQUILINE CAPITAL PARTNERS GP LLC
GENERAL PARTNER
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AQUILINE FINANCIAL SERVICES FUND (OFFSHORE) L.P.
UNIT HOLDER CLASS A owns more than 25% but less than 50%
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AQUILINE FINANCIAL SERVICES FUND L.P.
UNIT HOLDER CLASS A owns more than 50% but less than 75%
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FUTURITY FIRST FUNDING, LLC
STOCKHOLDER owns 75% or more
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SIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS INC.
STOCKHOLDER owns 75% or more
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STEVE MARK OSTERINK
MEMBER owns 75% or more