Sima Wealth Partners, LLC
Sima Wealth Partners, LLC is an SEC-registered wealth manager in North Chesterfield, VA with $156.7M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Sima Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 159943, SEC 801-130711, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $156.7M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- North Chesterfield, VA
- Employees
- 6
- Clients
- 115
- CRD
- 159943
- Ownership
- JONES, MARK, ALLEN; BETZ, JENNIFER, MONAHAN
How much AUM does Sima Wealth Partners, LLC have?
Sima Wealth Partners, LLC reported $156.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Sima Wealth Partners, LLC?
Disclosed owners and executives of Sima Wealth Partners, LLC include JONES, MARK, ALLEN, BETZ, JENNIFER, MONAHAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.