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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SIMA WEALTH PARTNERS, LLC

CRD 159943

RICHMOND, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8eca7992-bb7f-de57-6863-c8dce323da31

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Jun 18, 2024 to Sep 14, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $157MItem 5.F on the latest filing (2026-09-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $157M
Private client RAUM: $145MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $31.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 311
Individual clients: 51
High net worth clients: 60
Custody, client assets: $59.1M
SEC number: 801-130711
CRD: 159943
Filings on the tape: 9
First filed: Jun 18, 2024
Latest filed: Sep 14, 2026
Organised: Limited Liability Company, VA
Website: simafinancialgroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARK ALLEN JONES	n/a	RICHMOND, VA	13	28	2	no
JENNIFER MONAHAN BETZ	n/a	RICHMOND, VA	13	19	n/a	no
HEATHER Anne VOIGHT	n/a	RICHMOND, VA	4	18	1	no
Shengyi Mao	n/a	RICHMOND, VA	2	13	n/a	no
Colton Allen Jones	n/a	RICHMOND, VA	2	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JONES, MARK, ALLEN	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	E	yes	01/2012	Jun 18, 2024	Aug 19, 2024
BETZ, JENNIFER, MONAHAN	Member	Na	no	01/2012	Jun 18, 2024	Aug 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SIMA RETIREMENT SOLUTIONS, LLC	n/a	No RAUM reported	$0	N	yes	n/a
SIMA ACCOUNTING GROUP, LLC	n/a	n/a	n/a	N	yes	n/a
SIMA BENEFITS CONSULTING GROUP, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$157M	$157M	6	4	0	n/a	n/a
2024	Mar 24, 2025	$145M	$145M	8	6	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$157M	$145M	7.7%	n/a	n/a	6	8	0	0

Relationships

Affiliated with (2)

→ SIMA RETIREMENT SOLUTIONS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← SIMA RETIREMENT SOLUTIONS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (6)

← Colton Allen JonesAdvisorregistration: current employment
Aug 23, 2024 to presentfactForm ADV
← Shengyi MaoAdvisorregistration: current employment
Jan 19, 2024 to presentfactForm ADV
← HEATHER Anne VOIGHTAdvisorregistration: current employment
Nov 17, 2021 to presentfactForm ADV
← JENNIFER MONAHAN BETZAdvisorregistration: current employment
Nov 1, 2012 to presentfactForm ADV
← MARK ALLEN JONESAdvisorregistration: current employment
Sep 25, 2012 to presentfactForm ADV
← ASHLEY JONATHON VICEAdvisorregistration: previous registration
Jun 26, 2018 to Oct 4, 2021factForm ADV

Controls (1)

← JONES, MARK, ALLENOwnerMANAGING MEMBER / CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jun 18, 2024 to Aug 19, 2024factForm ADV

Owns (1)

← BETZ, JENNIFER, MONAHANOwnerMEMBER, ownership code NA, individual
Jun 18, 2024 to Aug 19, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 18, 2024
First Form ADV filing
Sima Wealth Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Sep 15, 2026
Mark Allen Jones added a TX registration at Sima Wealth Partners, Llc

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8eca7992-bb7f-de57-6863-c8dce323da31
First observed: Jun 18, 2024
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SIMA WEALTH PARTNERS, LLC

CRD 159943

RICHMOND, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8eca7992-bb7f-de57-6863-c8dce323da31

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:58 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARK ALLEN JONES

n/a

RICHMOND, VA

JENNIFER MONAHAN BETZ

n/a

RICHMOND, VA

n/a

HEATHER Anne VOIGHT

n/a

RICHMOND, VA

Shengyi Mao

n/a

RICHMOND, VA

n/a

Colton Allen Jones

n/a

RICHMOND, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JONES, MARK, ALLEN

MANAGING MEMBER / CHIEF COMPLIANCE OFFICER

yes

01/2012

Jun 18, 2024

Aug 19, 2024

BETZ, JENNIFER, MONAHAN

Member

01/2012

Jun 18, 2024

Aug 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SIMA RETIREMENT SOLUTIONS, LLC

n/a

No RAUM reported

yes

n/a

SIMA ACCOUNTING GROUP, LLC

n/a

yes

n/a

SIMA BENEFITS CONSULTING GROUP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$157M

n/a

2024

Mar 24, 2025

$145M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$157M

$145M

7.7%

n/a