Hien Wu
Investment adviser representative at Simplicity Wealth
10 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
10 years in the industry.
- Simplicity WealthMar 2026 to now
- Wealth Advisory NowMar 2026 to now
- New Leaf FundingFeb 2026 to now
- First Financial SecurityNov 2020 to now
- M&m Wealth AssociatesNov 2020 to now
- National Life GroupNov 2017 to now
- Premier Financial AllianceNov 2017 to Oct 2020
- American Realty ServicesFeb 2017 to Jan 2026
- UnemployedMar 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8234288
- Firm CRD
- 300572