Overview
Assets Under Management: $1.1 billion
Headquarters: WESLEY CHAPEL, FL
High-Net-Worth Clients: 403
Average Client Assets: $2 million
Frequently Asked Questions
ACCURATE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298137), ACCURATE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ACCURATE WEALTH MANAGEMENT, LLC is headquartered in WESLEY CHAPEL, FL.
ACCURATE WEALTH MANAGEMENT, LLC serves 403 high-net-worth clients according to their SEC filing dated August 25, 2025. View client details ↓
According to their SEC Form ADV, ACCURATE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
ACCURATE WEALTH MANAGEMENT, LLC manages $1.1 billion in client assets according to their SEC filing dated August 25, 2025.
According to their SEC Form ADV, ACCURATE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 403
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.49
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 5,363
Discretionary Accounts: 5,363
Regulatory Filings
CRD Number: 298137
Filing ID: 2005551
Last Filing Date: 2025-08-25 15:59:00
Website: https://accurateadvisory.com