Firm profile

SIMA WEALTH PARTNERS, LLC

NORTH CHESTERFIELD, VACRD 159943Latest ADV March 30, 2026

Sima Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in North Chesterfield, VA. Its latest Form ADV filing, dated March 30, 2026, reports $157M in regulatory assets under management, 6 employees, and 311 accounts.

Assets Under Management
$157M
Employees
6
Offices
--
Total Clients
115
Primary office
NORTH CHESTERFIELD, VA
720 MOOREFIELD PARK DRIVE, SUITE 140, NORTH CHESTERFIELD, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMark A. Jones

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 52.2% of total clients.
Top client categories% of clientsClients
1
HNWI
52.2%
60
2
Individuals
44.3%
51
3
Corporations
2.6%
3
4
Pension Plans
0.9%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$157Mas of March 30, 2026
Discretionary100.0%
$157M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$157M
Total Accounts311
10Y AUM Change+$21M (+15.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee19:1
10Y Employee Change-1 (-14.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.