SIMA WEALTH PARTNERS, LLC
Firm details
- Headquarters
- NORTH CHESTERFIELD, Virginia
- CRD number
- 159943
- Registered since
- July 18, 2024
- Website
- simawealthpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.52%
- Individuals12.86%
- Pension & Profit Sharing Plans5.35%
- Corporations / Businesses2.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Sima Wealth Partners, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator and provides both financial planning and discretionary portfolio management for private clients, small businesses and institutional or business clients. Its advisory toolkit includes selection of third‑party advisers, reflecting a model that mixes in-house management with outsourced manager relationships. Fee arrangements include percentage‑of‑AUM billing plus hourly and fixed‑fee options. The firm does not position itself as an active ESG investor and is not listed as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Cash & Cash Equivalents7%
- Private Funds3%
- Exchange Traded Equities2%
- State & Local Bonds1%
Owners & executives
1 of 1MARK JONES
Founder & Chief Exceutive OfficerCRD 2952463
Contacts
3 of 4Shengyi Mao
Client Services AssociateCRD 7833568
Colton Jones
Operations SpecialistCRD 7971607
JENNIFER BETZ
PartnerCRD 5153751
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$145M in ETFs
75%
$109M
25%
$35.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $18.6M | 28,472 | 12.83% |
Location
NORTH CHESTERFIELD, VA
CHESTERFIELD
Location
NORTH CHESTERFIELD, VA
Headquartered in NORTH CHESTERFIELD, VA, in the South of the United States.
- Region
- South
- County
- CHESTERFIELD
- Address
- 720 Moorefield Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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