Ronnie Orville Caruthers
Investment adviser representative at Simplicity Wealth
32 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
32 years in the industry.
- Simplicity WealthFeb 2025 to now
- Caurthers Wealth SolutionsOct 2023 to now
- Caruthers Tax and Financial SolutionsJan 2022 to now
- Lifepro Asset Management, LLCMar 2017 to Feb 2025
- DucerusJan 1994 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2859083
- Firm CRD
- 300572