SIMA WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$156,659,083
Discretionary
$156,659,083
Non-discretionary
$0
Firm details
- CRD number
- 159943
- SEC file number
- 801-130711
- Main office
- RICHMOND, VA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.