Jennifer Monahan Betz is listed as Member at Sima Wealth Partners, LLC in North Chesterfield, VA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Sima Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jennifer Monahan Betz work?
Jennifer Monahan Betz is listed as Member at Sima Wealth Partners, LLC on SEC Form ADV.
How much of Sima Wealth Partners, LLC does Jennifer Monahan Betz own?
Form ADV reports a beneficial ownership band of Under 5%.