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Shengyi Mao

Sima Wealth Partners, LLC

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About Shengyi Mao

Shengyi Mao is an investment advisor representative at Sima Wealth Partners, LLC and Sima Retirement Solutions, LLC. Shengyi Mao is registered with the state of Virginia as an Investment Advisor Representative. Shengyi Mao has 1 state exam, Series 65. Shengyi Mao has been in the industry since 2013, and has worked at various firms in the financial services industry. Shengyi Mao is currently registered with Sima Wealth Partners, LLC and Sima Retirement Solutions, LLC. Shengyi Mao's previous employers include Middle/High School, Panera Bread, Waseda University, Kids Duo, Trader Joe's, JP Morgan & Chase, SIMA Financial Group, Inc., and SIMA Wealth Partners, LLC. Shengyi Mao is located in NORTH CHESTERFIELD, VA and can be contacted at the firm’s office, 720 MOOREFIELD PARK DRIVE, SUITE 140, NORTH CHESTERFIELD, VA 23235.

Firm Information

Shengyi Mao is currently registered with Sima Wealth Partners, LLC. Sima Wealth Partners, LLC is a Registered Investment Advisor headquartered in NORTH CHESTERFIELD, VA. The firm has 2 licensed agents, 5 investment advisor representatives, and manages approximately $135,650,527 in regulatory assets under management for 248 accounts. They provide financial planning, portfolio management for individuals and businesses, and selection of other advisors. They also participate in wrap fee programs. The firm has a strong focus on high-net-worth individuals, with 41 clients in this category managing $104,608,931 in assets. They also serve individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans.
Sima Wealth Partners, LLC

720 MOOREFIELD PARK DRIVE

NORTH CHESTERFIELD, VA 23235

$135.65M

Assets Under Management

1

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shengyi Mao’s Registration & Firm History

VA

01/19/2024 - Present

Sima Wealth Partners, LLC (NORTH CHESTERFIELD VA)

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Licenses & Designations

IA

Issued 01/19/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shengyi Mao.
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