Sima Wealth Partners, LLC
● SEC registered since 2024CRD 159943SEC# 801-130711North Chesterfield, VA
Reg. AUM
$156.7M
Employees
6
Accounts
311
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 $156.7 million in regulatory assets under management and employs 6 people.
Sima Wealth Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Monahan Betz | Member | Under 5% | 2012 |
| Mark Allen Jones Control | Managing Member / Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Sima Wealth Partners, LLC manage?
Sima Wealth Partners, LLC reports $156.7 million in regulatory assets under management on its Form ADV.
How many employees does Sima Wealth Partners, LLC have?
Sima Wealth Partners, LLC reports 6 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
| Address | 720 Moorefield Park Drive, Suite 140, North Chesterfield, VA 23235 |
| Phone | 804-285-5700 |
| Fax | 804-285-5656 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$156.7M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$156.7Mregulatory AUM
Discretionary $156.7M