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- Custodian
- Bank OF America · Charles Schwab & Company · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-08-2016
- Office Locations
- 1
Office Locations
About Acima Private Wealth LLC
Acima Private Wealth is a Richmond, VA-based RIA providing financial planning and portfolio construction, with an emphasis on asset allocation, risk management, and active implementation using ETFs and mutual funds, with select use of alternatives. The firm follows a four-step client process (Discover, Design, Collaborate, Achieve) and publishes monthly Economic & Investment Perspectives for market context.
Reported data analysis
What the numbers show
Between March 27, 2025 and April 20, 2026, reported AUM increased 10.8%, from $379.2M to $420.4M.
Across 5 reported observations, AUM increased 36.9% between April 1, 2022 and April 20, 2026, from $307.1M to $420.4M.
Of the latest reported AUM, 97.3% is discretionary and 2.7% is non-discretionary.
The firm reports 6 advisory representatives and 63 clients, or 10.5 clients per representative. That equates to $6.7M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on April 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Acima Private Wealth LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GARY MITCHELL GORE
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5268386
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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TANYA ORR BIRD
Managing Director
- CRD
- #2123268
ROBERT FRANKLIN HILL JR
Managing Director
- CRD
- #2330198
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $408,973,187 | $3,195,103 |
| Non-Discretionary | $11,383,705 | $1,626,244 |
| Total | $420,356,892 | $3,113,755 |
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Separately Managed Accounts
SMA allocation detail is available
Acima Private Wealth LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Acima Private Wealth LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.