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, owner-operated registered investment adviser that began its SEC registration in 2024. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory remit includes financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Fee arrangements are flexible across percentage of AUM, hourly charges and fixed fees. The firm is not an active ESG investor and reports affiliations with other investment advisers, accountants and insurance companies.