Matthew Roy akira Tamanaha
Investment adviser representative at Simplicity Wealth
14 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 yearsFirm in business
Are you Matthew Roy akira Tamanaha? Claim your profile
Contact this firm
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
14 years in the industry.
- Simplicity WealthOct 2026 to now
- Maia Wealth, LLCOct 2022 to now
- Western Colorado UniversityAug 2018 to Oct 2022
- Unemployed MinorAug 2012 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7656535
- Firm CRD
- 300572