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 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
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
Robert Taylor
Portfolio ManagerCRD 6896996

Patricia Soileau
Director of Client ServicesCRD 1593948
Tanya Bird
Managing Director, Senior Investment ManagerCRD 2123268
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$337M in ETFs
72%
$243M
27%
$93.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $34.7M | 45,306 | 10.31% |
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
Similar firms
Wills Financial Group, LLC
RIARichmond, VA
Paragon Financial Services
RIARichmond, VA
Z3 Capital Partners
RIARichmond, VA
Commonwealth Retirement Investments LLC
RIARichmond, VA
Taylor Hoffman Capital Management
RIARichmond, VA
EVR Research LP
RIARichmond, VA