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Sima Wealth Partners, LLC

● SEC registered since 2024CRD 159943SEC# 801-130711North Chesterfield, VA
Export (members)
Reg. AUM
$145.4M
Employees
8
Accounts
272
Location
North Chesterfield, VA

Sima Wealth Partners, LLC assets under management

Sima Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in North Chesterfield, VA. The firm has been registered since 2024. It reports $145.4 million in regulatory assets under management and employs 8 people.
www.simafinancialgroup.com/wealth-planningView on SEC.gov ↗

Sima Wealth Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jennifer Monahan BetzMemberUnder 5%2012
Mark Allen Jones ControlManaging Member / Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Sima Wealth Partners, LLC manage?

Sima Wealth Partners, LLC reports $145.4 million in regulatory assets under management on its Form ADV.

How many employees does Sima Wealth Partners, LLC have?

Sima Wealth Partners, LLC reports 8 employees.

Where is Sima Wealth Partners, LLC located?

Sima Wealth Partners, LLC is based in North Chesterfield, VA and has been SEC-registered since 2024.

Does Sima Wealth Partners, LLC disclose fund performance?

Sima Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address720 Moorefield Park Drive, Suite 140, North Chesterfield, VA 23235
Phone804-285-5700
Fax804-285-5656
Office hours8:00 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$145.4M
Non-discretionary$0
Total (RAUM)$145.4M