Acima Private Wealth LLC

RIASEC Registered
Total AUM
$420M
Discretionary
$409M
97% of AUM
Avg account
$3.1M
Accounts
135
Employees
7
Advisory reps
6

Firm details

Headquarters
Richmond, Virginia
CRD number
281496
Registered since
May 18, 2017
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 77%, Exchange Traded Equities 17%, Cash & Cash Equivalents 4%, US Government Bonds 1%, State & Local Bonds 1%77%
  • Public Funds/Mutual Funds77%
  • Exchange Traded Equities17%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • Gary Gore

    Gary Gore

    President, CEOCRD 5268386

Contacts

3 of 5
  • Robert Taylor

    Robert Taylor

    Portfolio ManagerCRD 6896996

  • Patricia Soileau

    Patricia Soileau

    Director of Client ServicesCRD 1593948

  • Tanya Bird

    Tanya Bird

    Managing Director, Senior Investment ManagerCRD 2123268

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 87

Active vs passive

$337M in ETFs

Passive

72%

$243M

Active

27%

$93.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$34.7M45,30610.31%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth