This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$114MItem 5.F on the latest filing (2025-03-07); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$114M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

45

Advisory employees

13

Offices

3Schedule D 1.F, beyond the principal office

Accounts

1

SEC number

801-129517

CRD

327988

Filings on the tape

2

First filed

Jan 17, 2024

Latest filed

Mar 7, 2025

Organised

Limited Liability Company, DE

• Occurred

  Jul 1, 2025
  Left the SEC roster

  Simplify Eqls Llc no longer on the SEC adviser roster (last listed 2025-06-02, RAUM $114.3M)

  Form ADVobserved 4 days ago
  $114M
• Occurred

  Jan 17, 2024
  First Form ADV filing

  Simplify Eqls Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:791308df-9d3b-104e-32f7-ecb16ece2433

First observed

Jan 17, 2024

Last observed

Mar 7, 2025 18 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.