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CFO and Treasurer/board Member · Simplicity Wealth

Mitchell M. Leidner

CRD 2420094 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Simplicity Wealth, an SEC-registered asset manager based in Summit, NJ with $4.3 billion in regulatory assets, lists Mitchell M. Leidner on its Form ADV as CFO and Treasurer/board Member, a control person. The SEC filings also name Mitchell at 1 other registered adviser.

Firms and roles

  • Simplicity WealthCFO and Treasurer/board MemberAsset manager · Summit, NJ · $4.3B in regulatory assets
  • TLG Advisors, Inc.Board MemberWealth manager · Summit, NJ · $2.3B in regulatory assets

AtlasMembers

Mitchell’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (10)

5 more people named with Mitchell on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mitchell’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.