ACCURATE CAPITAL AND WEALTH LLC

Overview

Accurate Capital And Wealth LLC is a small, privately owned limited liability company focused on serving individual and family clients. The adviser combines portfolio management for individuals and small businesses with selection of other advisers and client education through seminars or workshops. It also operates as an insurance broker and lists an insurance company among its industry affiliations. The firm charges fees based on a percentage of assets under management and supplements that with commission and other revenue arrangements. Accurate Capital And Wealth does not position itself as an ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices