Acima Private Wealth, LLC
Acima Private Wealth, LLC is an independent SEC-registered investment adviser headquartered in Richmond, Virginia. Founded in 2018, the firm offers personalized and flexible wealth management services to high net worth individuals, families, and charitable organizations. Backed by a team of credentialed professionals with over a century of combined industry experience, Acima Private Wealth manages hundreds of millions in client assets and provides comprehensive, client-focused advisory solutions.
Investment Strategy
Acima Private Wealth utilizes a client-centric investment approach, constructing tailored portfolios based on each client's objectives, risk tolerance, and long-term goals. The firm generally adopts a diversified strategy across equity and fixed income securities, with an emphasis on tax-efficient and cost-effective investment solutions for high net worth individuals and families. The firm combines active management and robust financial planning designed for wealth preservation and growth, with a focus on transparency and fiduciary responsibility.
Top Holdings
Equity Positions (178)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES CORE S&P 500 ETF | 8.94% | $26.2M | 42,258 | $413.03 | $620.90 | +$2.6M |
G GSLC | GS ACTIVEBETA US LARGE CAP EQUITY ETF | 6.94% | $20.4M | 167,697 | $85.18 | $121.38 | +$1.6M |
I IJH | ISHARES CORE S&P MID-CAP ETF | 5.98% | $17.5M | 282,928 | $44.91 | $62.02 | +$2.4M |
I IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 4.53% | $13.3M | 221,436 | $51.95 | $60.03 | +$1.2M |
J JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | 3.50% | $10.3M | 211,503 | $47.42 | $48.62 | -$144.1K |