Acima Private Wealth LLC

Overview

Acima Private Wealth LLC is an independent registered investment adviser that describes itself as a capital allocator for both individual/family and institutional clients. The firm is SEC registered (registration year 2017) and offers fee-based advisory services, including financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of third‑party advisers. It reports being an active ESG investor and incorporates environmental, social, or governance considerations into its investment approach. The firm’s business model combines direct management of public portfolios with allocation to external managers and alternative strategies. Its fee arrangement is primarily a percentage of assets under management, with other fee elements noted. Acima positions itself to serve a mix of high‑net‑worth households and institutional clients while acting as a gatekeeper to outsourced managers and private offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices