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$315 Million Simplified Wealth Management Moves to Osaic from LPL

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Summary

(OSAIC) SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced Simplified Wealth Management has joined its growing network of independent advisors. Bringing $315 million in client assets, the Corona, Calif-based team moves to Osaic from LPL Financial. Simplified Wealth Management is a values-based practice serving individuals, families and business owners nationwide, with a focus on business owners, physicians an

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Article published on September 4, 2025 by businesswire