Sima Wealth Partners, LLC

RIASEC Registered

Total AUM

$157M

Discretionary

$157M

100% of AUM

Avg account

$504K

Accounts

311

Employees

Advisory reps

Firm details

Headquarters: Richmond, 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

FINTRX

Overview

Sima Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm is owned by an individual and describes itself as a capital allocator that serves both individuals/families and institutional clients. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of outside advisers. Compensation is flexible and includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant. Industry ties include relationships with other investment advisers, accounting professionals, and insurance companies.