Nnamdi Obi Anyafo
Investment adviser representative at Simplicity Wealth
19 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
19 years in the industry.
- Simplicity WealthMar 2025 to now
- Freedom Financial Advantage, LLCNov 2017 to now
- Nci Wealth Management, IncNov 2017 to now
- A&c Charlotte Multi ServicesJun 2011 to now
- Velocity Tax & Financial Services LLCOct 2007 to now
- Alphastar Capital Management, LLCAug 2015 to Mar 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6548416
- Firm CRD
- 300572