Kevin Lee Arsham

Employer firm

Simplicity Wealth CRD 300572

$4.27B regulatory AUM 26 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 11/2017
  Onpointe Advisory And Financial Services, Llc
  Petaluma, CA
• 11/2017 → 07/2025
  Advisor Alliance, Llc
  Hudson, OH
• 09/2017 → Present
  Simplicity Cleveland
  Solon, OH
• 07/2025 → Present
  Simplicity Wealth
  Summit, NJ

Previous Registrations

• 2017-11-22 → 2025-07-09
  Adviser Alliance, Llc
  Hudson, OH
  Boardman, OH
• 2014-03-17 → 2017-12-01
  Onpointe Advisory And Financial Services, Llc
  Hudson, OH
  Petaluma, CA
• 2013-02-05 → 2014-03-03
  Smc Advisory Network, Llc
  Hudson, OH
  Boardman, OH

Other Businesses

Simplicity Cleveland; Investment related; 30575 Bainbridge Rd Suite 270 Solon OH 44139; Market fixed (non-securities), insurance and annuity products; Principal; 09/2017; Approximately 140 hours per month during trading hours. Kevin Lee Arsham; not investment related; 30575 Bainbridge Rd., Suite 270, Solon, OH 44139; Registered Insurance Agent; 09/2017; Approximately 1 hour per month; sell annuities and life insurance occasionally.