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ACCURATE WEALTH MANAGEMENT, LLC
CRD 298137File 801-117600
APPROVED
Retail clients
Disclosure events
Filing as of Jul 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.71B
Top 25% of cohort (national)
Discretionary AUM
$1.71B
Clients
2,612
2,612 accounts
Employees
47
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Nov 6, 2019
- Principal office
- 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL, 33544
- Phone
- 813-994-0984
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.71B
- Discretionary AUM
- $1.71B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,612
- Non-discretionary accounts
- 0
- Total accounts
- 2,612
- AUM per client
- $655K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 393 | $576.3M |
| Individuals (other than high net worth individuals) | 2,219 | $1.13B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C1
- Q11C2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 41 | 47 | increased by6 |
| Apr 1, 2026 | Clients | 2,989 | 2,612 | decreased by377 |
| Apr 1, 2026 | AUM | $1,148,887,091 | $1,710,313,446 | increased by$561,426,355 |
| Apr 1, 2026 | Accounts | 5,363 | 2,612 | decreased by2,751 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 41 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,529 | 2,989 | increased by1,460 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $412,658,593 | $1,148,887,091 | increased by$736,228,498 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,529 | 5,363 | increased by3,834 |
| Apr 1, 2022 | Employees | 25 | 19 | decreased by6 |
| Apr 1, 2022 | Clients | 2,091 | 1,529 | decreased by562 |
| Apr 1, 2022 | AUM | $321,231,137 | $412,658,593 | increased by$91,427,456 |
| Apr 1, 2022 | Accounts | 2,091 | 1,529 | decreased by562 |
| Oct 1, 2021 | Employees | 22 | 25 | increased by3 |
| Aug 1, 2021 | Employees | 20 | 22 | increased by2 |
| Aug 1, 2021 | Clients | 888 | 2,091 | increased by1,203 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACCURATE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACCURATE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.