ACIMA PRIVATE WEALTH LLC
CRD #281496 SEC #801-110385 RICHMOND, VA (804) 422-8450
SEC Registered
Total AUM
$379.2M
Discretionary
$374.2M
Employees
6
Clients
10
Accounts
128
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MOBASHERI, ARDAVAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MOBASHERI, ARDAVAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MOBASHERI, ARDAVAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MOBASHERI, ARDAVAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| MOBASHERI, ARDAVAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOBASHERI, ARDAVAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOBASHERI, ARDAVAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOBASHERI, ARDAVAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOBASHERI, ARDAVAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOBASHERI, ARDAVAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOBASHERI, ARDAVAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MOBASHERI, ARDAVAN | I | CHIEF INVESTMENT OFFICER | NA | |
| MULLER, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MULLER, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MULLER, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MULLER, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MULLER, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MULLER, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MULLER, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MULLER, THERESA, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| WILLIAMS, MATTHEW, TYLER | I | CHIEF COMPLIANCE OFFICER / VICE PRESIDENT | NA | Control |
| WILLIAMS, MATTHEW, TYLER | I | CHIEF COMPLIANCE OFFICER / VICE PRESIDENT | NA | Control |
| GORE, GARY, MITCHELL | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| GORE, GARY, MITCHELL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GORE, GARY, MITCHELL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GORE, GARY, MITCHELL | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| GORE, GARY, MITCHELL | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| GORE, GARY, MITCHELL | I | MANAGING MEMBER | E | Control |
| GORE, GARY, MITCHELL | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| GORE, GARY, MITCHELL | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| GORE, GARY, MITCHELL | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| GORE, GARY, MITCHELL | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| GORE, GARY, MITCHELL | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| GORE, GARY, MITCHELL | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| GORE, GARY, MITCHELL | I | PRESIDENT & CHIEF EXECUTIVE OFFICER | E | Control |
| GORE, GARY, MITCHELL | I | PRESIDENT & CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| GORE, GARY, MITCHELL | I | PRESIDENT & CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| GORE, GARY, MITCHELL | I | PRESIDENT & CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| GORE, GARY, MITCHELL | I | PRESIDENT & CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| GORE, GARY, MITCHELL | I | PRESIDENT & CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| GORE, GARY, MITCHELL | I | PRESIDENT & CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| GORE, GARY, MITCHELL | I | PRESIDENT & CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| GORE, GARY, MITCHELL | I | PRESIDENT & CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| WEALTH PROJECT LLC | DE | MEMBER | B | |
| WEALTH PROJECT LLC | DE | MEMBER | B | |
| WEALTH PROJECT LLC | DE | MEMBER | B | |
| WEALTH PROJECT LLC | DE | MEMBER | B | |
| WEALTH PROJECT LLC | DE | MEMBER | B | |
| WEALTH PROJECT LLC | DE | MEMBER | B | |
| WEALTH PROJECT LLC | DE | MEMBER | B | |
| WEALTH PROJECT LLC | DE | MEMBER | B | |
| WEALTH PROJECT LLC | DE | MEMBER | B | |
| WEALTH PROJECT LLC | DE | MEMBER | B | |
| WEALTH PROJECT LLC | DE | MEMBER | B | |
| WEALTH PROJECT LLC | DE | MEMBER | B | |
| WEALTH PROJECT LLC | DE | MEMBER | B | |
| WEALTH PROJECT LLC | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ROBINS, E. CLAIBORNE | I | WEALTH PROJECT LLC | E | Control |
| ROBINS, EDWIN, CLAIBORNE | I | WEALTH PROJECT LLC | E | Control |
| ROBINS, EDWIN, CLAIBORNE | I | WEALTH PROJECT LLC | E | Control |
| ROBINS, EDWIN, CLAIBORNE | I | WEALTH PROJECT LLC | E | Control |
| ROBINS, EDWIN, CLAIBORNE | I | WEALTH PROJECT LLC | E | Control |
| ROBINS, EDWIN, CLAIBORNE | I | WEALTH PROJECT LLC | E | Control |
| ROBINS, EDWIN, CLAIBORNE | I | WEALTH PROJECT LLC | E | Control |
| ROBINS, EDWIN, CLAIBORNE | I | WEALTH PROJECT LLC | E | Control |
| ROBINS, EDWIN, CLAIBORNE | I | WEALTH PROJECT LLC | E | Control |
| ROBINS, EDWIN, CLAIBORNE | I | WEALTH PROJECT LLC | E | Control |
| ROBINS, EDWIN, CLAIBORNE | I | WEALTH PROJECT LLC | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (5)
DE NC NJ TX VA
Address
1801 BAYBERRY COURTSUITE 301
RICHMOND, VA 23226
United States
Phone: (804) 422-8450