Acima Private Wealth LLC

Acima Private Wealth LLC (CRD# 281496) is a financial advisory firm headquartered in Richmond, VA. They manage $5,000,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $5,000,000
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Acima Private Wealth LLC
Showing 1 - 4 of 4 top financial advisors.
1
Ardavan Mobasheri
CRD#: 2158447
Old Tappan, NJ
96
Wealthminder
score

Ardavan Mobasheri (CRD# 2158447) is an Investment Advisor Representative working at Acima Private Wealth LLC in Old Tappan, NJ and has over 26 years of experience in the finance industry.

2
Matthew T. Williams
CRD#: 5540567
1801 Bayberry Court, Suite 301, Richmond, VA 23226
96
Wealthminder
score

Matthew Williams (CRD# 5540567) is an Investment Advisor Representative working at Acima Private Wealth LLC in Richmond, VA and has over 7 years of experience in the finance industry. Matthew Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Gary M. Gore
CRD#: 5268386
1801 Bayberry Court, Suite 301, Richmond, VA 23226
93
Wealthminder
score

Gary Gore (CRD# 5268386) is an Investment Advisor Representative working at Acima Private Wealth LLC in Richmond, VA and has over 10 years of experience in the finance industry.

4
Tanya O. Bird
CRD#: 2123268
1801 Bayberry Court, Suite 301, Richmond, VA 23226
90
Wealthminder
score

Tanya Bird (CRD# 2123268) is an Investment Advisor Representative working at Acima Private Wealth LLC in Richmond, VA and has over 26 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.