Sima Wealth Partners, LLC

RIASEC RegisteredEst. 2024

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, SEC-registered registered investment adviser that serves both individual/family and institutional clients. The firm is organized as a limited liability company and is owned by an individual. It offers fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees. Core advisory services listed by the firm are financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and selection of third‑party advisers. The firm identifies itself as a capital allocator and maintains industry relationships with other investment advisers, accountants, and insurance companies. Sima Wealth Partners does not characterize itself as an active ESG investor.