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Acima Private Wealth LLC

● SEC registered since 2017CRD 281496SEC# 801-110385Richmond, VA
Export (members)
Reg. AUM
$379.2M
Employees
6
Accounts
128
Location
Richmond, VA

Acima Private Wealth LLC assets under management

Acima Private Wealth LLC is an SEC-registered investment adviser based in Richmond, VA. The firm has been registered since 2017. It reports $379.2 million in regulatory assets under management and employs 6 people.
www.acimapw.comView on SEC.gov ↗

Acima Private Wealth LLC owners & executives

2 reported
NameTitleOwnershipSince
Gary Mitchell Gore ControlPresident & Chief Executive Officer & Chief Compliance OfficerOver 75%2015
Wealth Project LLCMember10-25%2016

Frequently asked questions

How much does Acima Private Wealth LLC manage?

Acima Private Wealth LLC reports $379.2 million in regulatory assets under management on its Form ADV.

How many employees does Acima Private Wealth LLC have?

Acima Private Wealth LLC reports 6 employees.

Where is Acima Private Wealth LLC located?

Acima Private Wealth LLC is based in Richmond, VA and has been SEC-registered since 2017.

Does Acima Private Wealth LLC disclose fund performance?

Acima Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1801 Bayberry Court, Suite 301, Richmond, VA 23226
Phone(804) 422-8450
Fax(804) 285-1835
Office hours9:00a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$374.2M
Non-discretionary$5M
Total (RAUM)$379.2M