Matthew Sanchez
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.
- Simplicity WealthMar 2026 to now
- Advisoredgeos LLCOct 2025 to now
- Ascend Financial Group, LLCApr 2025 to now
- Switchback Coffee RoastersAug 2021 to now
- Aston Carter, Inc for C.H. RobinsonApr 2024 to Mar 2025
- University of Colorado SpringsAug 2020 to Dec 2022
- Dutch Bros CoffeeAug 2019 to Aug 2021
- Pikes Peak Community CollegeAug 2018 to Jul 2020
- The NavigatorsMay 2018 to May 2019
- The Classical Academy - College PathwaysJan 2015 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 8239395
- Firm CRD
- 300572