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ACIMA PRIVATE WEALTH LLC
CRD 281496 · SEC 801-110385
1801 BAYBERRY COURT, SUITE 301, RICHMOND, VA, 23226, United States
Phone
(804) 422-8450
Fax
(804) 285-1835
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$420.4M
Discretionary AUM
$409.0M
Team
7 total employees; 6 advisory reps
Clients
1-10
Fees
Percentage of AUM; FLAT, ANNUAL FEE
Org form
Limited Liability Company
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $8.4M |
| High net worth individuals | 36 | $404.1M |
| Charitable organizations | 4 | $7.9M |
States served
DE, NC, VA, TX
All web addresses on file
Official SEC filing: View on IAPD