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 organized as an LLC and SEC-registered since 2017. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management and other arrangements. Acima acts as a capital allocator, sourcing third‑party managers and performing adviser selection alongside more traditional financial planning and portfolio management services for individuals, small businesses, and institutions. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1GARY GORE
President, CEOCRD 5268386
Contacts
3 of 5TANYA 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 86Active vs passive
$311M in ETFs
72%
$223M
27%
$87.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $28.6M | 43,808 | 9.20% |
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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