SIMA WEALTH PARTNERS, LLC of RICHMOND, VA is an SEC-registered investment adviser (CRD 159943). Regulatory assets under management: $156.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| 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 | — |