Acima Private Wealth LLC
● SEC registered since 2017CRD 281496SEC# 801-110385Richmond, VA
Reg. AUM
$420.4M
Employees
7
Accounts
135
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 $420.4 million in regulatory assets under management and employs 7 people.
Acima Private Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Mitchell Gore Control | President & Chief Executive Officer & Chief Compliance Officer | Over 75% | 2015 |
| Wealth Project LLC | Member | 10-25% | 2016 |
Frequently asked questions
How much does Acima Private Wealth LLC manage?
Acima Private Wealth LLC reports $420.4 million in regulatory assets under management on its Form ADV.
How many employees does Acima Private Wealth LLC have?
Acima Private Wealth LLC reports 7 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
| Address | 1801 Bayberry Court, Suite 301, Richmond, VA 23226 |
| Phone | (804) 422-8450 |
| Fax | (804) 285-1835 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$420.4M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$420.4Mregulatory AUM
Discretionary $409MNon-discretionary $11.4M