Sima Wealth Partners, LLC
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
FINTRXOverview
Sima Wealth Partners, LLC is an independent, privately owned registered investment adviser formed as an LLC and registered with the SEC in 2024. The firm serves both individual and institutional clients and positions itself as a capital allocator that blends traditional portfolio management with selection of outside managers. Its advisory services include financial planning and portfolio management for individuals, small businesses and larger business or institutional clients. Compensation models include asset-based fees, hourly billing and fixed-fee engagements. The firm does not present itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1
Mark Jones
Founder & Chief Exceutive OfficerCRD 2952463
Contacts
3 of 4
Shengyi 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
$157M in ETFs
75%
$117M
25%
$39.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $20.2M | 26,925 | 12.83% |
Location
Richmond, VA
Richmond City
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Richmond City
- Address
- 1912 E Broad St
- Time zone
- ET (UTC-5)
- Office locations
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