A complete list of active advisors currently associated with SIMA Wealth Partners, LLC

Warmer can help you find a great advisor at SIMA Wealth Partners, LLC or one who fits your needs even better.

SIMA Wealth Partners is an SEC‑registered advisory firm with a six‑advisor team managing roughly $156.7 million for about 111 clients. It serves individuals (including high‑net‑worth clients), retirement plans, trusts and other entities, providing portfolio management, broad financial planning, selection of third‑party advisers, and access to private‑market and private equity opportunities for qualified investors. The firm provides primarily discretionary, tailored portfolio management that it monitors and rebalances as market conditions or client circumstances change, relying on a mix of fundamental and tactical analysis and permitting strategies from long‑term holdings to shorter‑term trading and covered‑option positions. SIMA also assists clients in selecting third‑party managers and conducts due diligence on private investments, noting that valuations for illiquid holdings are generally provided by issuers or fund managers. Distinctive features include sponsorship of a wrap fee program and a requirement that client accounts be custodied at Charles Schwab, arrangements that bring bundled execution/custody services and institutional support from Schwab. The firm is affiliated with multiple related businesses — including an affiliated registered adviser focused on retirement plans, a local accounting firm, an insurance agency (partial ownership), and payroll/technology entities — relationships disclosed in the brochure that may influence referrals and integrated client services.

To learn more about the advisors currently working at SIMA Wealth Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.