Investment adviser · CRD 284471
WEALTHSIMPLE US, LTD.
Investment adviser filing (IA)
TORONTO, Canada · Form ADV filed Mar 31, 2021
- Regulatory AUM
- $196M Form ADV · Item 5.F
- Client accounts
- 22,371 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 16,870 | $178,633,111 | 91.0% |
| High-net-worth individuals | 184 | $17,507,334 | 8.9% |
| Corporations & businesses | Fewer than 5 | $96,715 | 0.0% |
| Retirement plans | Fewer than 5 | $358 | 0.0% |
Filing source
Form ADV 1523501 · Mar 31, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets
Principal office
860 RICHMOND STREET WEST, UNIT 300TORONTO, M6J 1C9, Canada
CRD 284471
Filing source
Form ADV 1523501 · Mar 31, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.