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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $379.2M | $374.2M | $5M | 6 | 0 |
| Mar 2024 | $343.6M | $339.9M | $3.8M | 6 | 0 |
| Mar 2023 | $277.8M | $277.8M | $0 | 6 | 0 |
| Apr 2022 | $307.1M | $305.2M | $1.9M | 6 | 0 |
| Aug 2021 | $252.6M | $252.6M | $0 | 5 | 0 |
| Mar 2021 | $252.6M | $252.6M | $0 | 5 | 0 |
| Jul 2020 | $210.8M | $210.8M | $0 | 5 | 0 |
| Mar 2020 | $210.8M | $210.8M | $0 | 5 | 0 |
| Mar 2019 | $184.9M | $184.9M | $0 | 5 | 0 |
| Jul 2018 | $153.4M | $153.4M | $0 | 5 | 0 |
| Mar 2018 | $133.5M | $133.5M | $0 | 5 | 0 |
| Jun 2017 | $135.3M | $135.3M | $0 | 6 | 11 |
| May 2017 | $135.3M | $135.3M | $0 | 6 | 11 |
| Apr 2017 | $135.3M | $135.3M | $0 | 6 | 11 |
| May 2016 | $5M | $5M | $0 | 4 | 1 |
| Apr 2016 | $5M | $5M | $0 | 4 | 1 |
| Apr 2016 | $5M | $5M | $0 | 4 | 1 |
| Apr 2016 | $5M | $5M | $0 | 3 | 1 |
| Feb 2016 | $0 | $0 | $0 | 1 | 0 |
| Dec 2015 | $0 | $0 | $0 | 1 | 0 |
| Dec 2015 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$379.2M
Discretionary$374.2M
Non-Disc.$5M
Employees6
Clients0
DateMar 2024
Total AUM$343.6M
Discretionary$339.9M
Non-Disc.$3.8M
Employees6
Clients0
DateMar 2023
Total AUM$277.8M
Discretionary$277.8M
Non-Disc.$0
Employees6
Clients0
DateApr 2022
Total AUM$307.1M
Discretionary$305.2M
Non-Disc.$1.9M
Employees6
Clients0
DateAug 2021
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$210.8M
Discretionary$210.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$210.8M
Discretionary$210.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$184.9M
Discretionary$184.9M
Non-Disc.$0
Employees5
Clients0
DateJul 2018
Total AUM$153.4M
Discretionary$153.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$133.5M
Discretionary$133.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2017
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees6
Clients11
DateMay 2017
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees6
Clients11
DateApr 2017
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees6
Clients11
DateMay 2016
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees4
Clients1
DateApr 2016
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees4
Clients1
DateApr 2016
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees4
Clients1
DateApr 2016
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees3
Clients1
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0