Acima Private Wealth LLC

Acima Private Wealth LLC (CRD# 281496) is a financial advisory firm headquartered in Richmond, VA. They manage $277,824,418 in 121 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $2,296,070
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
The map below shows states where this firm has explicit registration only.

DE, NC, TX, VA

Financial Advisors at Acima Private Wealth LLC
Showing 1 - 6 of 6 top financial advisors.
1
Tanya O. Bird
CRD#: 2123268
1801 Bayberry Court, Suite 301, Richmond, VA 23226

Tanya Bird (CRD# 2123268) is an Investment Advisor Representative working at Acima Private Wealth LLC in Richmond, VA and has over 32 years of experience in the finance industry.

2
Gary M. Gore
CRD#: 5268386
1801 Bayberry Court, Suite 301, Richmond, VA 23226

Gary Gore (CRD# 5268386) is an Investment Advisor Representative working at Acima Private Wealth LLC in Richmond, VA and has over 17 years of experience in the finance industry.

3
Ardavan Mobasheri
CRD#: 2158447
Old Tappan, NJ

Ardavan Mobasheri (CRD# 2158447) is an Investment Advisor Representative working at Acima Private Wealth LLC in Old Tappan, NJ and has over 32 years of experience in the finance industry.

4
Robert C. Taylor
CRD#: 6896996
1801 Bayberry Court, Suite 301, Richmond, VA 23226

Robert Taylor (CRD# 6896996) is an Investment Advisor Representative working at Acima Private Wealth LLC in Richmond, VA and has over 5 years of experience in the finance industry.

5
Robert F. Hill
CRD#: 2330198
1801 Bayberry Court, Suite 301, Richmond, VA 23226

Robert Hill (CRD# 2330198) is an Investment Advisor Representative working at Acima Private Wealth LLC in Richmond, VA and has over 24 years of experience in the finance industry.

6
Michael J. Kerr
CRD#: 7430958
1801 Bayberry Court, Suite 301, Richmond, VA 23226

Michael Kerr (CRD# 7430958) is an Investment Advisor Representative working at Acima Private Wealth LLC in Richmond, VA and has over 2 years of experience in the finance industry.

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