Patricia Soileau
Acima Private Wealth · Richmond, Virginia
Patricia Soileau is a fee-only financial advisor at Acima Private Wealth in Richmond, Virginia. Acima Private Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Acima Private Wealth |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $420.4M across 135 accounts |
| SEC registration | Investment adviser representative in DE, NC, TX, VA · CRD 1593948 |
| Exams passed | Series 63 (1991) · Series 65 (1999) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.acimapw.com |
How Patricia's firm compares
- Acima Private Wealth's average account is about $3.1 million, from its Form ADV (assets managed divided by 135 accounts).
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Questions about Patricia
Is Patricia Soileau a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and Acima Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patricia charge for financial advice?
Patricia's firm, Acima Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Patricia Soileau based?
Patricia Soileau is based in Richmond, Virginia.
Is Patricia Soileau registered with the SEC?
Yes. Patricia Soileau is registered as an investment adviser representative in DE, NC, TX and VA (CRD 1593948), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Acima Private Wealth manage?
Acima Private Wealth reports $420.4M across 135 accounts in assets under management.
How do I contact Patricia Soileau?
Through Patricia's website, www.acimapw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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