Tanya Bird
Acima Private Wealth · Richmond, Virginia
Tanya Bird is a fee-only financial advisor at Acima Private Wealth in Richmond, Virginia, who holds the CFA credential. Acima Private Wealth reports charging a percentage of assets on its Form ADV.
Request an introduction to Tanya →
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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in DE, TX, VA · CRD 2123268 |
| Exams passed | Series 65 (1991) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.acimapw.com |
| Profile |
How Tanya's firm compares
- Acima Private Wealth's average account is about $3.1 million, from its Form ADV (assets managed divided by 135 accounts).
Request an introduction to Tanya
Tell Tanya a little about what you're looking for. Tanya isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Tanya
Is Tanya Bird a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tanya 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 Tanya charge for financial advice?
Tanya's firm, Acima Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Tanya Bird based?
Tanya Bird is based in Richmond, Virginia.
What credentials does Tanya Bird hold?
Tanya Bird holds the CFA credential.
Is Tanya Bird registered with the SEC?
Yes. Tanya Bird is registered as an investment adviser representative in DE, TX and VA (CRD 2123268), 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 Tanya Bird?
Through Tanya'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.
See something wrong? Request a correction. Read our methodology.