Sima Wealth Partners, LLC

RIASEC Registered
Total AUM
$157M
Discretionary
$157M
100% of AUM
Avg account
$504K
Accounts
311
Employees
6
Advisory reps
5

Firm details

Headquarters
Richmond, Virginia
CRD number
159943
Registered since
July 18, 2024
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 87%, Cash & Cash Equivalents 7%, Private Funds 3%, Exchange Traded Equities 2%, State & Local Bonds 1%87%
  • Public Funds/Mutual Funds87%
  • Cash & Cash Equivalents7%
  • Private Funds3%
  • Exchange Traded Equities2%
  • State & Local Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 103

Active vs passive

$160M in ETFs

Passive

75%

$120M

Active

25%

$40.6M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$20.7M27,02512.91%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth