Levi Martin Earhart
Investment adviser representative at Simplicity Wealth
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.3BFirm assets
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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
19 years in the industry.
- Juniper Wealth ManagementMar 2026 to now
- Simplicity WealthMar 2026 to now
- Scottsdale Serenity RehabAug 2021 to Jan 2026
- The Vanguard Group, IncNov 2007 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 4975110
- Firm CRD
- 300572