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Building 2ACIMA PRIVATE WEALTH LLC

Map pinRICHMOND, VA
Phone(804) 422-8450
NotebookSEC #801-110385
Total AUM
$420.4M
Employees
7
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1801 BAYBERRY COURT
SUITE 301
RICHMOND
VA 23226
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(804) 422-8450

ReceiptFinancials

Total AUM
$420.4M
Accounts
135
Discretionary
$409M
Accounts
128
Non-Discretionary
$11.4M
Accounts
7

ContactClients

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Individual Clients
23
AUM
$8.4M
HNW Individual Clients
36
AUM
$404.1M
Charitable Organization Clients
4
AUM
$7.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
FLAT, ANNUAL FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
DENCTXVA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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