CRD: 159943
Sima Wealth Partners, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-25-2012
- Office Locations
- 1
Office Locations
About Sima Wealth Partners, LLC
SIMA Wealth Partners is a Virginia-based fiduciary wealth manager partnering with individuals and families on integrated planning and portfolio management. Services include financial and retirement planning, tax strategy, estate planning/trust coordination, and ongoing investment management with risk-based, goal-aligned portfolios. The firm uses a structured onboarding process with e-signable paperwork and a client portal; custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK ALLEN JONES
Chief Compliance Officer, Managing Member
- CRD
- #2952463
- Ownership
- 75% or more
JENNIFER MONAHAN BETZ
--
- CRD
- #5153751
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Colton Allen Jones
Principal
- CRD
- #7971607
Shengyi Mao
--
- CRD
- #7833568
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $156,659,083 | $503,727 |
| Non-Discretionary | $0 | -- |
| Total | $156,659,083 | $503,727 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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