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).
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Total Assets Under Management136MILLION
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Total Number of Accounts248ACCOUNTS
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Average Account Value$546,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
VA
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.
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.
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.
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.
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.