# SIMA WEALTH PARTNERS, LLC

SIMA WEALTH PARTNERS, LLC of RICHMOND, VA is an SEC-registered investment adviser.

## Registration

- CRD: 159943
- Type: SEC-registered investment adviser
- SEC file number: 801-130711
- Location: 1912 E BROAD STREET, RICHMOND, VA, 23223
- Phone: 804-285-5700
- Latest filing: 2026-08-03
- Regulatory AUM: $156.7M
- Discretionary AUM: $156.7M
- Clients: 6
- Accounts: 311

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Mark Allen Jones | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| Jennifer Monahan Betz | MEMBER | — |
| JONES KREG ALLEN | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| BETZ JENNIFER MONAHAN | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159943/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159943/similar
- Related entities: https://search.stillhousedata.com/firm/159943/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159943

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.