Robert Taylor
Acima Private Wealth · Richmond, Virginia
Robert Taylor 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 VA · CRD 6896996 |
| Exams passed | Series 65 (2019) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.acimapw.com |
How Robert'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 Robert
Is Robert Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Acima Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Robert Taylor based?
Robert Taylor is based in Richmond, Virginia.
Is Robert Taylor registered with the SEC?
Yes. Robert Taylor is registered as an investment adviser representative in VA (CRD 6896996), 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 Robert Taylor?
Through Robert'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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