Acima Private Wealth Llc

Acima Private Wealth Llc

Richmond, Virginia

ACIMA PRIVATE WEALTH LLC, based out of Richmond, VA, is a local investment advisory firm catering to high net worth individuals. With over 10 individual clients, the company manages an impressive $277,824,000 in assets. Boasting a team of six dedicated professionals, all of whom provide investment advisory services, Acima Private Wealth LLC ensures their clients receive personalized attention and expert guidance. The firm's compensation structure is diverse, including a percentage of assets under management and other options. As a discretionary investment manager, Acima Private Wealth LLC has full authority to make investment dec...see more

Assets Under Mgmt

$277.82M

Investment Professionals

6

Locations

0

% 401K & Individual

1%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Other

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Reviews for Acima Private Wealth Llc

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