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Building 2SIMPLIFIED WEALTH MANAGEMENT

Map pinHATTIESBURG, MS
Phone601-336-4265
NotebookSEC #801-123772
Total AUM
$225.5M
Employees
9
Clients
713

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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