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Simplified Wealth Management, Inc.

EST. AUM
$315,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number
Website simplifiedwealth.com
Client types

Overview

Simplified Wealth Management, Inc. is a Corona, California-based wealth manager serving a diverse client base of business owners, physicians, executives, women investors, and military families. In 2025, the firm joined Osaic’s network of independent advisors after transitioning from LPL Financial, where it managed approximately $315 million in client assets. Simplified is led by Co-Founder and Managing Partner Kenichi Igarashi and Co-Founder and Executive Vice President Aaron Johnson, alongside advisors Cory Leckie and Joshua Mason. The firm provides services including retirement planning, portfolio consulting, risk management, insurance solutions, and estate strategies. It emphasizes a collaborative approach, tailored guidance, and personalized attention in delivering comprehensive wealth management.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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