Aleksandr Arturovich Melkumov
Investment adviser representative at Simplicity Wealth
12 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
12 years in the industry.
- Simplicity WealthJan 2025 to now
- The Leaders Group IncOct 2023 to now
- Simplicity GroupJan 2018 to now
- Simplicity Group HoldingsOct 2019 to Oct 2023
- Simplicity ScottsdaleJan 2018 to Oct 2023
- Cole Capital CorporationSep 2014 to Oct 2017
- Equity Fund AdvisorsSep 2014 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2024
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
- 6268681
- Firm CRD
- 300572