Accurate Wealth Management, LLC

RIASEC Registered

Total AUM

$1.7B

Discretionary

$1.7B

100% of AUM

Avg account

$655K

Accounts

2,612

Employees

Advisory reps

Firm details

Headquarters: Wesley Chapel, Florida
CRD number: 298137
Registered since: November 6, 2019
Website: www.accurateadvisory.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Individuals66.3%
HNWI33.7%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Accurate Wealth Management, LLC is an independent RIA that registered with the SEC in 2019. The firm is structured as an LLC and is owned by domestic entity/individual owners. It positions itself as a capital allocator for individual and family clients, offering portfolio management, financial planning, selection of third‑party advisers and educational workshops. Its fee model is flexible and includes percentage‑of‑AUM billing alongside hourly, fixed and performance‑based fee arrangements. The firm is not an active ESG investor. Industry affiliations include relationships with a broker‑dealer, other investment advisers and an insurance company.