Acima Private Wealth LLC
Acima Private Wealth LLC is an SEC-registered wealth manager in Richmond, VA with $420.4M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Acima Private Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281496, SEC 801-110385, data through 2026-04-20.
- AUM (assets under management / regulatory AUM)
- $420.4M (2026-04-20)
- Firm type
- Wealth Manager
- Location
- Richmond, VA
- Employees
- 7
- Clients
- 63
- CRD
- 281496
- Ownership
- MOBASHERI, ARDAVAN; WEALTH PROJECT LLC; GORE, GARY, MITCHELL; MULLER, THERESA, ANN; ROBINS, E. CLAIBORNE
How much AUM does Acima Private Wealth LLC have?
Acima Private Wealth LLC reported $420.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-20).
Who owns Acima Private Wealth LLC?
Disclosed owners and executives of Acima Private Wealth LLC include MOBASHERI, ARDAVAN, WEALTH PROJECT LLC, GORE, GARY, MITCHELL, MULLER, THERESA, ANN, ROBINS, E. CLAIBORNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.