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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.