Investment adviser representative · Sima Wealth Partners, LLC
Shengyi Mao
CRD 7833568 · Richmond, VA
At a glance
Shengyi Mao is an investment adviser representative with Sima Wealth Partners, LLC in Richmond, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Shengyi’s SEC record dates to 2024, about 2 years ago.
Current advisory firms
- Sima Wealth Partners, LLCSince January 2024Richmond, VA · $157M in regulatory assets
- Sima Retirement Solutions, LLCSince January 2024Richmond, VA · $0M in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Shengyi’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.