Every new Texas sales tax permit, every daySimplify Wealth Partners
Simplify Wealth Partners is a financial advisory firm based in Dallas, Texas, offering wealth management services. Their website emphasizes simplifying finances and building wealth, indicating a focus on personalized financial planning and investment management.
Permit issued March 3, 2026 · Dallas, TX · Dallas County
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Texas Comptroller of Public Accounts · Entity 32073222237-1 · Retrieved June 19, 2026
About Simplify Wealth Partners
Simplify Wealth Partners filed in Texas on March 3, 2026, as a wealth management firm based in Dallas. Its domain was registered nearly six years earlier, on July 30, 2020, through Squarespace Domains II, giving it a long pre-filing web presence. The business was first seen by DayOneLead 108 days after filing, on June 19, 2026. The website is modern and confirmed the business identity. No annual report or EIN on file yet.
- Domain registered 2,042 days before the Texas filing date, indicating a long-established web presence.
- Filed as a wealth management firm in Dallas, Texas.
- Website is modern and confirmed to match the filing name and address.
- First seen by DayOneLead 108 days after filing.
- No annual report or EIN on file yet.
- We estimate revenue between $100K and $1M and 1-5 employees.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.
One of 481 businesses receiving Texas sales tax permits in Dallas in March 2026, one of 2 financial services businesses.
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Permit Details
Verified Business Profile
Contact Information
Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
Frequently Asked Questions
When was Simplify Wealth Partners's Texas sales tax permit issued?
Simplify Wealth Partners's Texas sales tax permit was issued on March 3, 2026. This is a permit date, not an LLC formation date.
Where is Simplify Wealth Partners located?
Simplify Wealth Partners is based in Dallas, TX, 75238, in Dallas County.
What type of business is Simplify Wealth Partners?
Simplify Wealth Partners is classified as a financial services business (wealth management).
Does Simplify Wealth Partners have an EIN on file?
No EIN was found on file for Simplify Wealth Partners at the time of registration.
Who Sells to This Business
Based on the business category, these service providers typically target this type of business.
6 companies similar to Simplify Wealth Partners registered in Dallas County in the last 30 days
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