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SIMA WEALTH PARTNERS, LLC

RICHMOND, VA · CRD 159943 · IAPD ↗ · simafinancialgroup.com · 804-285-5700

$156.7MRegulatory AUM
4Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — SIMA WEALTH PARTNERS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
September 2026 — SIMA WEALTH PARTNERS, LLC moved its main office from NORTH CHESTERFIELD, VA to RICHMOND, VA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2026 — SIMA WEALTH PARTNERS, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
25
August 2025 — SIMA WEALTH PARTNERS, LLC changed its website from simawealthpartners.com to simafinancialgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
65
April 2025 — SIMA WEALTH PARTNERS, LLC now reports custody of client assets ($59.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
August 2024 — SIMA WEALTH PARTNERS, LLC (NORTH CHESTERFIELD, VA) is newly SEC-registered with $135.7M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.