Acima Private Wealth LLC
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 281496
- Registered since
- May 18, 2017
- Website
- www.acimaprivatewealth.com
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI96.12%
- Individuals2%
- Charitable Organizations1.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Acima Private Wealth LLC is an independent registered investment adviser that began SEC registration in 2017 and operates as a capital allocator for both individual/family and institutional clients. The firm offers financial planning, discretionary portfolio management for individuals, small businesses and institutions, and selects third‑party managers on clients’ behalf. Its fee model is primarily a percentage of assets under management with other fee arrangements permitted. Acima identifies as an active ESG investor and reports a mix of owner types (domestic entity and individual).
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities17%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Gary Gore
President, CEOCRD 5268386
Contacts
3 of 5
Tanya Bird
Managing Director, Senior Investment ManagerCRD 2123268
Luke Neice
Financial AnalystCRD 7564242
Patricia Soileau
Director of Client ServicesCRD 1593948
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$338M in ETFs
72%
$244M
27%
$94.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $33.8M | 45,167 | 10.00% |
Location
Richmond, VA
Henrico
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Henrico
- Address
- 1801 Bayberry Ct
- Time zone
- ET (UTC-5)
- Office locations
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