ACCURATE WEALTH MANAGEMENT, LLC

Overview

Accurate Wealth Management, LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm provides comprehensive financial planning and discretionary portfolio management for individuals and small businesses, plus selection-of-other-advisers services and educational seminars. Its fee model is flexible — including percentage-of-AUM fees alongside hourly, fixed-fee engagements and arrangements that permit performance-based compensation. The adviser explicitly allocates to third-party alternative managers across multiple strategies, and maintains industry affiliations that expand product access (broker‑dealer relationships and insurance connections). Accurate Wealth Management does not position itself as an ESG-focused adviser in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices