Simplicity Group Acquires Aptus Wealth, Expands Registered Investment Advisory Capabilities

25 August 2025 | Monday | News

Aptus Wealth to Rebrand as Simplicity Wealth Advisors, Joining Forces to Deliver Holistic Financial Solutions Through Simplicity’s Integrated Wealth Platform
Picture Courtesy | Public Domain

Picture Courtesy | Public Domain

Simplicity Group Holdings ("Simplicity"), a leading financial products distribution firm, announced the acquisition of Aptus Wealth, a business incubated and launched out of Aptus Marketing (a BGA now operating as Simplicity Columbus). Aptus Wealth, which is also located in the heart of Ohio, is a Registered Investment Advisor led by Josh Pick, who will become a Simplicity partner with this transaction.

Moving forward, Aptus Wealth will operate as Simplicity Wealth Advisors and will utilize Simplicity's comprehensive Wealth platform and proprietary materials.

"Simplicity is excited to welcome Josh to the partnership and help him and his team continue to grow and serve their clients with an unrivalled suite of investment and protection solutions," said Bruce Donaldson, Partner and CEO of Simplicity. "Under the Simplicity Wealth Advisors brand and with access to Simplicity's integrated investment platform, Josh will be well poised to support even more clients with holistic financial solutions."

"Aptus Wealth is thrilled to be part of the Simplicity partnership, further enhancing our capabilities and commitment to providing exceptional financial services," said Josh Pick. "We are excited to integrate into the Simplicity platform, fostering even greater collaboration and client success."

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