Armen Riley
Investment adviser representative at Simplicity Wealth
11 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
11 years in the industry.
- Legacy Private Wealth LLCJul 2025 to now
- Simplicity WealthJul 2025 to now
- UnemployeedMar 2025 to Jul 2025
- Estate and Retirement Resources, IncMay 2022 to Mar 2025
- University of South FloridaSep 2018 to Jun 2022
- UnemployedJun 2018 to Sep 2018
- Florida High SchoolJul 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7993771
- Firm CRD
- 300572