ACIMA PRIVATE WEALTH LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $420.4M |
| Discretionary | $409.0M97% of AUM |
| Non-Discretionary | $11.4M |
| Client Accounts | 135 |
| Avg Account Size | $3.1M |
| Employees | 7 |
| Peak AUM | $420.4MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $420M | +10.8% | +14.4% | +10.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $420.4M |
| Discretionary | $409.0M |
| Employees | 7 |
| Client Accounts | 135 |
| Client Range | 1-10 |
Contact & Location
Address
1801 BAYBERRY COURT
RICHMOND VA 23226
Phone
(804) 422-8450
Filing History
23 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$409M
97.3% of AUM
Non-Discretionary
$11M
2.7% of AUM
Disc. mix ▼ 1.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported