Acima Private Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richmond, VA. Its latest Form ADV filing, dated April 20, 2026, reports $420M in regulatory assets under management, 7 employees, and 135 accounts.
Assets Under Management
$420M
Employees
7
Offices
--
Total Clients
63
Primary office
RICHMOND, VA
1801 BAYBERRY COURT, SUITE 301, RICHMOND, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.1% of total clients.
Top client categories% of clientsClients
1
HNWI
57.1%
36
2
Individuals
36.5%
23
3
Charitable
6.3%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$420Mas of April 20, 2026
Discretionary97.3%
$409M
97% of total RAUM97.3%
Non-discretionary2.7%
$11M
3% of total RAUM2.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$420M
Total Accounts135
10Y AUM Change+$285M (+210.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee9:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.