Insights

Independent fiduciaries ACIMA Private Wealth operates as an independent Registered Investment Advisory firm with conflict-free fiduciaries, signaling readiness to engage with high-trust clients seeking objective financial planning and investment management services.

Boutique scale opportunities With a small team of 2-10 employees, there is potential to upsell technology, back-office support, and scalable services to support growth, onboarding more clients, and expanding service lines such as private banking and family wealth services.

Asset management focus Historical activity showing stakes in diversified assets (corporate bonds, equities, ETFs) suggests opportunities to partner on model portfolios, customized investment strategies, and enhanced reporting for clients with multi-asset needs.

Tech stack alignment Dependence on WordPress, MySQL, PHP and related web technologies presents opportunities to propose modernization, cybersecurity enhancements, CRM/marketing automation, and data analytics to improve client experience and scalability.

Growth prospects Revenue range indicates a growing firm with potential for enterprise-level service partners, financial technology vendors, and asset managers seeking to collaborate on tailored financial planning, private banking integration, and family wealth services.

Similar companies to ACIMA Private Wealth

ACIMA Private Wealth Tech Stack

ACIMA Private Wealth uses 8 technology products and services including Open Graph, WordPress, MySQL, and more. Explore ACIMA Private Wealth's tech stack below.

  • Open Graph
    Content Management System
  • Content Management System
  • MySQL
    Database
  • jQuery Migrate
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • PHP
    Programming Languages
  • Bootstrap
    UI Frameworks

Media & News

ACIMA Private Wealth's Email Address Formats

ACIMA Private Wealth uses at least 2 email formats:
ACIMA Private Wealth Email FormatsExamplePercentage
First.Last@acimaprivatewealth.comJohn.Doe@acimaprivatewealth.com
100%
FirstL@acimapw.comJohnD@acimapw.com
100%

Frequently Asked Questions

What is ACIMA Private Wealth's phone number?

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You can contact ACIMA Private Wealth's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is ACIMA Private Wealth's official website and social media links?

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ACIMA Private Wealth's official website is acimaprivatewealth.com and has social profiles on LinkedIn.

How much revenue does ACIMA Private Wealth generate?

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As of August 2026, ACIMA Private Wealth's annual revenue is estimated to be $1M - $10M.

What is ACIMA Private Wealth's NAICS code?

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ACIMA Private Wealth's NAICS code is 52 - Finance and Insurance.

How many employees does ACIMA Private Wealth have currently?

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As of August 2026, ACIMA Private Wealth has approximately 8 employees across 1 continents, including North America. Key team members include President: N. B. Explore ACIMA Private Wealth's employee directory with LeadIQ.

What industry does ACIMA Private Wealth belong to?

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ACIMA Private Wealth operates in the Financial Services industry.

What technology does ACIMA Private Wealth use?

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ACIMA Private Wealth's tech stack includes Open Graph, WordPress, MySQL, Microsoft 365, jQuery Migrate, Modernizr, PHP and Bootstrap.

What is ACIMA Private Wealth's email format?

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ACIMA Private Wealth's email format typically follows the pattern of First.Last@acimaprivatewealth.com. Find more ACIMA Private Wealth email formats with LeadIQ.
ACIMA Private Wealth logo

ACIMA Private Wealth

Financial ServicesVirginia, United States2-10 Employees

ACIMA Private Wealth is a financial services firm organized as an independent registered investment adviser that emphasizes fiduciary responsibility and a customized, client-centered approach to wealth management. Based in Richmond, Virginia, the firm offers financial planning, investment management, family wealth services, and private banking to individuals and families, aiming to align strategies with clients’ personal values and objectives. The organization positions itself as conflict-free and performance-focused, prioritizing objective guidance and comprehensive service beyond traditional asset management.

With a small team and a focus on fiduciary advisors, ACIMA Private Wealth targets clients seeking tailored financial guidance that integrates planning and investment decisions across family wealth needs. The firm has communicated active participation in asset acquisitions and advisor hires in recent years, reflecting ongoing capacity-building and expertise expansion within the wealth management space. The company’s location is Richmond, in the state of Virginia, and its services are offered through a national or regional scope typical of independent advisory practices.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    ACIMA Private Wealth's revenue is estimated to be in the range of $1M - $10M

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