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| Happy Holidays!! thanks for using AUM13F!! |
| Acima Private Wealth LLC
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| CRD # | 281496 |
| SEC # | 801-110385 |
| CIK # | 0001761961 |
| AUM | $379.2 M (2025-03-27) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 804-422-8450 |
| Address | 1801 Bayberry Court Richmond, VA 23226 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001761961 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Barclays Bank PLC | 0.0 | ||
| ServiceNow Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 5.5 |
| (b) Individuals (high net worth individuals) | 41 | 366.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 7.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 128 | 379.2 |
| By Discretionary | ||
| Discretionary | 117 | 374.2 |
| Non-Discretionary | 11 | 5.0 |
| Total | 128 | 379.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 379.2 | |
| Total | 128 | 379.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001761961] | |
| SC 13G | [0001761961] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Acima Private Wealth LLC | Acima Private Wealth LLC | [2019-01-29] |
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|---|---|---|
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IN | 0.4 |
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Holistic Financial Partners LLC
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IN | 0.4 |
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Lincoln Capital Corporation
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RI | 0.4 |