Acima Private Wealth Llc
- Regulatory AUM
- $420M
- Discretionary
- $409M
- Clients
- 63
- Avg AUM / client
- $6.7M
- Accounts
- 135
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 23 | $8.4M | 2.0% |
| High net worth individuals | 36 | $404M | 96.1% |
| Charitable organizations | 4 | $7.9M | 1.88% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gary Mitchell Gore | President & Chief Executive Officer & Chief Compliance Officer | May 2015 (11y) | 75% or more | |
| Tanya Orr Bird | Registered representative | CFA | May 2016 (10y) | |
| Robert Clark Taylor | Registered representative | Feb 2019 (8y) | ||
| Robert Franklin Hill | Registered representative | CFA | Aug 2021 (5y) | |
| Luke Neice | Registered representative | Jul 2024 (2y) | ||
| Patricia Soileau | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wealth Project Llc | Member | May 2016 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/20/2026 | 898 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • FLAT, ANNUAL FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 20, 2026.
View current Form ADV (SEC/IAPD) ↗