Sima Wealth Partners, LLC

Sima Wealth Partners, LLC (CRD# 159943) is a financial advisory firm headquartered in Richmond, VA. They manage $66,098,382 in 110 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $600,894
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, VA

Financial Advisors at Sima Wealth Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mark A. Jones
CRD#: 2952463
6802 Paragon Place, Suite 440, Richmond, VA 23230
93
Wealthminder
score

Mark Jones (CRD# 2952463) is an Investment Advisor Representative working at Sima Wealth Partners, LLC in Richmond, VA and has over 18 years of experience in the finance industry.

2
Jennifer L. Monahan
CRD#: 5153751
6802 Paragon Place, Suite 440, Richmond, VA 23230
93
Wealthminder
score

Jennifer Monahan (CRD# 5153751) is an Investment Advisor Representative working at Sima Wealth Partners, LLC in Richmond, VA and has over 10 years of experience in the finance industry.

3
Aynsley T. Cosby
CRD#: 5801616
6802 Paragon Place, Suite 440, Richmond, VA 23230
90
Wealthminder
score

Aynsley Cosby (CRD# 5801616) is an Investment Advisor Representative working at Sima Wealth Partners, LLC in Richmond, VA and has over 3 years of experience in the finance industry.

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