Joshua Allan Pick
Investment adviser representative at Simplicity Wealth
23 yearsExperience
3 statesRegistered 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
23 years in the industry.
- Simplicity WealthJan 2025 to now
- Aptus Wealth Insurance Services, LLCJan 2020 to now
- Aptus Wealth Management, LLCSep 2016 to May 2026
- Doublet Capital ManagementOct 2013 to Jan 2017
- Aptus MarketingJan 2013 to Nov 2023
- Aptus Tax Avisory GroupJan 2008 to Jan 2020
- Annuity Marketing GroupJun 2003 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 3 states (NC, OH, TX).
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
- 3277708
- Firm CRD
- 300572