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SIMA RETIREMENT SOLUTIONS, LLC

RICHMOND, VA · CRD 286030 · IAPD ↗ · simafinancialgroup.com · 804-285-5700

$0Regulatory AUM
6Advisory reps
6Employees
21Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
September 2026 — SIMA RETIREMENT SOLUTIONS, 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
15
April 2026 — SIMA RETIREMENT SOLUTIONS, LLC changed its website from simaretirementsolutions.com to simafinancialgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
85
December 2024 — SIMA RETIREMENT SOLUTIONS, LLC (NORTH CHESTERFIELD, VA) is newly SEC-registered with $0 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.