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ACIMA PRIVATE WEALTH LLC
1801 Bayberry Court
Suite 301
Richmond, Virginia 23226
Tel: (804) 422-8450
About ACIMA PRIVATE WEALTH LLC
ACIMA PRIVATE WEALTH LLC, formally registered with the SEC as ACIMA PRIVATE WEALTH LLC. The firm was established in 05/18/2017. They have over 1 offices throughout the country.
ACIMA PRIVATE WEALTH LLC is a Richmond, Virginia based Financial Planning firm with nearly $343,613,288 assets under management, offering retirement planning & investment advisory services to 124 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281496 |
| SEC# | 801-110385 |
| Assets Managed by Firm | $343,613,288 |
| No. of Clients | 124 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Other (FLAT, ANNUAL FEE)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 124 | $343,613,288 |
| Individuals (other than high net worth individuals) | 16 | $4,611,660 |
| High net worth individuals | 39 | $331,328,028 |
| Charitable organizations | 4 | $7,392,016 |
| Corporations or other businesses | 1 | $281,584 |
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