SimpleWEALTH

Connect

The next step is a conversation, not a checkout flow.

SimpleWEALTH is a selective platform, not a commodity product with published tiers. Access is structured around a conversation. Here is what that relationship is built to support.

Access path 1

Advisor transition access

For advisors moving onto the platform through the 90-day concierge transition.

+Platform setup and operational onboarding
+Legacy commission continuity support
+Tax architecture and planning access from day one
+Custody, alternatives, lending, and education infrastructure
Access path 2

Family office platform access

For advisors serving business owners, post-liquidity clients, and multigenerational families with full-service needs.

+Public and private markets on one platform
+Real estate, risk, and financing capabilities
+LIFE Program and client education delivery
+Operations, compliance, and AI support bench
Access path 3

Enterprise conversations

For RIAs, institutions, and complex practices evaluating a broader relationship.

+Institutional operating rails
+Complex entity and family-balance-sheet coordination
+Selective strategic conversations with the team
+Custom integration path where appropriate
FAQ

Clear answers to what the brochure actually says.

Is there a minimum AUM to access the platform?
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No stated minimum AUM. SimpleWEALTH is built for advisors serving clients with family office complexity — business owners, post-liquidity families, and high-income earners — regardless of starting account size.

Is there a published subscription pricing tier?
+
What does the transition actually look like?
+

The next step is a conversation, not a checkout flow.

Start The ConversationSee The Platform

SimpleADVISORY, LLC (d/b/a SimpleWEALTH) is an SEC-registered investment adviser. SimpleCITI, SimpleADVISORY, SimpleWEALTH, and affiliated entities are separate legal entities; affiliation does not create joint liability and no entity guarantees the obligations of another. Certain entities, products, and funds are forward-looking or in development. This site is for informational purposes only and is not an offer to sell or a solicitation of any security.