SIMA WEALTH PARTNERS, LLC
CRD #159943 SEC #801-130711 NORTH CHESTERFIELD, VA 804-285-5700
SEC Registered
Total AUM
$145.4M
Discretionary
$145.4M
Employees
8
Clients
1
Accounts
272
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $145.4M | $145.4M | $0 | 8 | 0 |
| Jul 2025 | $145.4M | $145.4M | $0 | 8 | 0 |
| Jul 2025 | $145.4M | $145.4M | $0 | 8 | 0 |
| Mar 2025 | $145.4M | $145.4M | $0 | 8 | 0 |
| Aug 2024 | $135.7M | $135.7M | $0 | 7 | 1 |
| Aug 2024 | $135.7M | $135.7M | $0 | 7 | 1 |
| Jun 2024 | $135.7M | $135.7M | $0 | 7 | 1 |
DateNov 2025
Total AUM$145.4M
Discretionary$145.4M
Non-Disc.$0
Employees8
Clients0
DateJul 2025
Total AUM$145.4M
Discretionary$145.4M
Non-Disc.$0
Employees8
Clients0
DateJul 2025
Total AUM$145.4M
Discretionary$145.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$145.4M
Discretionary$145.4M
Non-Disc.$0
Employees8
Clients0
DateAug 2024
Total AUM$135.7M
Discretionary$135.7M
Non-Disc.$0
Employees7
Clients1
DateAug 2024
Total AUM$135.7M
Discretionary$135.7M
Non-Disc.$0
Employees7
Clients1
DateJun 2024
Total AUM$135.7M
Discretionary$135.7M
Non-Disc.$0
Employees7
Clients1