Acima Private Wealth LLC

ACIMA Private Wealth LLC advises individuals, high-net-worth families, trusts, family offices, endowments and small businesses. The firm provides discretionary and non‑discretionary portfolio management via separately managed accounts, written financial planning, and family wealth services including multi‑generational planning, trust funding advice, and concierge coordination with other professional advisers.

The firm employs a disciplined, customized, tax‑ and fee‑sensitive, open‑architecture approach that may combine active and passive strategies and multiple analytic methods (fundamental, technical, quantitative, qualitative). Advisers work with clients to develop a tailored investment policy statement, provide continuous monitoring and rebalancing, and generally recommend Schwab as custodian while offering both wrap and non‑wrap account arrangements.

A noteworthy feature is that ACIMA serves as sponsor and portfolio manager of its own wrap fee program, the ACIMA Private Wealth Program, which consolidates investment management, planning and custodial/administrative services into a single program fee — an arrangement that is relatively uncommon among peer team firms. The firm manages roughly $420 million across a small number of client relationships (about 59), indicating a concentrated, high‑AUM‑per‑client practice, and supplements investment services with co‑planning arrangements with unaffiliated advisers and household administration support; ACIMA does not accept proxy‑voting authority for client accounts.