Investment adviser · CRD 281496
ACIMA PRIVATE WEALTH LLC
Investment adviser filing (IA)
RICHMOND, VA, United States · Form ADV filed Apr 20, 2026
- Regulatory AUM
- $420M Form ADV · Item 5.F
- Client accounts
- 135 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 36 | $404,058,059 | 96.1% |
| Individuals | 23 | $8,412,230 | 2.0% |
| Charities | 4 | $7,886,603 | 1.9% |
Filing source
Form ADV 2096658 · Apr 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
1801 BAYBERRY COURT, SUITE 301RICHMOND, VA, 23226, United States
CRD 281496
Filing source
Form ADV 2096658 · Apr 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.