Sima Wealth Partners, LLC

Sima Wealth Partners, LLC (CRD# 159943) is a financial advisory firm headquartered in North Chesterfield, VA. They manage $135,650,527 in 248 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
720 Moorefield Park Drive, Suite 140, North Chesterfield, VA 23235
http://www.simawealthpartners.com
By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    248
    ACCOUNTS
  • Average Account Value
    $546,978
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Sima Wealth Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jennifer Betz, financial advisor Richmond VA
Jennifer M. Betz
CRD#: 5153751
6802 Paragon Place, Suite 440, Richmond, VA 23230

Jennifer Betz (CRD# 5153751) is an Investment Advisor Representative working at Sima Wealth Partners, LLC in Richmond, VA and has over 17 years of experience in the finance industry.

2
Mark Jones, financial advisor Richmond VA
Mark A. Jones
CRD#: 2952463
6802 Paragon Place, Suite 440, Richmond, VA 23230

Mark Jones (CRD# 2952463) is an Investment Advisor Representative working at Sima Wealth Partners, LLC in Richmond, VA and has over 26 years of experience in the finance industry.

3
Heather Voight, financial advisor North Chesterfield VA
Heather A. Voight
CRD#: 6708997
720 Moorefield Park Drive, Suite 140, North Chesterfield, VA 23235

Heather Voight (CRD# 6708997) is an Investment Advisor Representative working at Sima Wealth Partners, LLC in North Chesterfield, VA and has over 7 years of experience in the finance industry.

4
Shengyi Mao, financial advisor North Chesterfield VA
Shengyi Mao
CRD#: 7833568
720 Moorefield Park Drive, Suite 140, North Chesterfield, VA 23235

Shengyi Mao (CRD# 7833568) is an Investment Advisor Representative working at Sima Wealth Partners, LLC in North Chesterfield, VA and has 1 year of experience in the finance industry.

5
Christopher Sill, financial advisor North Chesterfield VA
Christopher M. Sill
CRD#: 7163685
720 Moorefield Park Drive, Suite 140, North Chesterfield, VA 23235

Christopher Sill (CRD# 7163685) is an Investment Advisor Representative working at Sima Wealth Partners, LLC in North Chesterfield, VA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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