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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BETZ, JENNIFER, MONAHAN | I | MEMBER | NA | |
| BETZ, JENNIFER, MONAHAN | I | MEMBER | NA | |
| BETZ, JENNIFER, MONAHAN | I | MEMBER | NA | |
| BETZ, JENNIFER, MONAHAN | I | MEMBER | NA | |
| BETZ, JENNIFER, MONAHAN | I | MEMBER | NA | |
| BETZ, JENNIFER, MONAHAN | I | MEMBER | NA | |
| BETZ, JENNIFER, MONAHAN | I | MEMBER | NA | |
| JONES, MARK, ALLEN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, MARK, ALLEN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, MARK, ALLEN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, MARK, ALLEN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, MARK, ALLEN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, MARK, ALLEN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| JONES, MARK, ALLEN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 14, 2025 REGISTERED
Notice Filings (1)
VA
Address
720 MOOREFIELD PARK DRIVESUITE 140
NORTH CHESTERFIELD, VA 23235
United States
Phone: 804-285-5700