# Acima Private Wealth LLC

> Acima Private Wealth LLC is an SEC-registered investment advisory firm in Richmond, VA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 20, 2026.

- CRD: 281496
- Filed as: ACIMA PRIVATE WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281496
- AdvisorCensus page: https://advisorcensus.com/firm/acima-private-wealth-llc-richmond-va-281496

## Quick answers

**How is Acima Private Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Acima Private Wealth LLC reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Acima Private Wealth LLC located?**
Acima Private Wealth LLC's principal office is in Richmond, VA, according to its Form ADV.

**Is Acima Private Wealth LLC registered with the SEC or a state?**
Acima Private Wealth LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 281496.

**How much does Acima Private Wealth LLC manage?**
Acima Private Wealth LLC reports $420,356,892 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (97% discretionary).

**How have Acima Private Wealth LLC's assets and staff changed since 2021?**
In the Form ADV data for Acima Private Wealth LLC: Regulatory assets under management: $252,598,698 in the October 2021 data and $420,356,892 in the October 2026 data, up 66%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Acima Private Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (36); individuals (other than high net worth individuals) (23); charitable organizations (4).

**Does Acima Private Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281496

**What changed in Acima Private Wealth LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $379,224,979 to $420,356,892 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $420,356,892
- Discretionary: $408,973,187
- Non-discretionary: $11,383,705

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $8,412,230 |
| High net worth individuals | 36 | $404,058,059 |
| Charitable organizations | 4 | $7,886,603 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: DE, NC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- acimaprivatewealth.com
- acimapw.com
- LinkedIn @acima-private-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $252,598,698 | 5 | August 23, 2021 |
| October 2022 | $307,111,010 | 6 | April 1, 2022 |
| October 2023 | $277,824,418 | 6 | March 29, 2023 |
| October 2024 | $343,613,288 | 6 | March 29, 2024 |
| October 2025 | $379,224,979 | 6 | March 27, 2025 |
| October 2026 | $420,356,892 | 7 | April 20, 2026 |

Regulatory assets under management: $252,598,698 in the October 2021 data and $420,356,892 in the October 2026 data, up 66%.
Total employees: 5 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $379,224,979 to $420,356,892 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Acima Private Wealth LLC (CRD 281496): Form ADV filing data as of October 2026.