ACIMA PRIVATE WEALTH, LLC

HTTP://WWW.ACIMAPRIVATEWEALTH.COM RICHMOND, VA Investment Advisor How do I update this listing?

Acima Private Wealth is based out of Richmond. Acima Private Wealth is a large advisory firm with 22 clients and discretionary assets under management (AUM) of $153,439,033 (Form ADV from 2018-07-03). Their last reported 13F filing for Q4 2018 included $102,092,000 in managed 13F securities and a top 10 holdings concentration of 40.19%. Acima Private Wealth's largest holding is Vanguard Emerging Markets Government Bond ETF with shares held of 93,352. Whalewisdom has at least 1 13F filings, and 1 13G filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ACIMA PRIVATE WEALTH LLC
1801 BAYBERRY COURT SUITE 301
RICHMOND VA    23226
Country: United States

Business Phone: (804) 422-8450
Fax: (804) 285-1835
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: VA
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,FLAT, ANNUAL FEE
Amount of client funds and securities:
Total Number of Clients: 22
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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