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SIMA WEALTH PARTNERS, LLC
CRD 159943 · SEC 801-130711
720 MOOREFIELD PARK DRIVE, SUITE 140, NORTH CHESTERFIELD, VA, 23235, United States
Phone
804-285-5700
Fax
804-285-5656
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$156.7M
Discretionary AUM
$156.7M
Team
6 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $20.2M |
| High net worth individuals | 60 | $124.6M |
| Pension/profit sharing plans | 1 | $8.4M |
| Corporations/business entities | 3 | $3.6M |
States served
VA
All web addresses on file
Official SEC filing: View on IAPD