Accurate Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,148,887,091
Total clients
2,989
13% high-net worth
Total advisors
41
of 41 employees
Firm size
Multi Team
Average clients per advisor
73
Average account size
$384,372
Client services
Fee options
Fixed fees for financial planning range between $1,000 and $100,000, depending on complexity
$250 per hour for financial planning services
20% performance fee annually in arrears on a high-water mark basis for certain strategies
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Accurate Wealth Management, LLC
2211 Ashley Oaks Circle
Wesley Chapel FL 33544, United States
Number of offices
12
Advisors at this firm
Jessica C
Series 65
Glen Allen, VA
Accurate Wealth Management, LLC
Maxwell A
Series 65
Wesley Chapel, FL
Accurate Wealth Management, LLC
Kenneth M
Series 63, Series 65
West Yarmouth, MA
Accurate Wealth Management, LLC
Carolyn H
CFP®, Series 63, Series 65
Wesley Chapel, FL
Accurate Wealth Management, LLC
Meredith F
Series 63, Series 66
Sarasota, FL
Accurate Wealth Management, LLC
Jonathan H
CFP®, Series 63, Series 65
Wesley Chapel, FL
Accurate Wealth Management, LLC
Brandon C
Series 63, Series 65
Wesley Chapel, FL
Accurate Wealth Management, LLC
Elizabeth B
Series 63, Series 65
Wesley Chapel, FL
Accurate Wealth Management, LLC
Daniel M
CFP®, Series 65
Wesley Chapel, FL
Accurate Wealth Management, LLC
Ross T
Series 65
Sarasota, FL
Accurate Wealth Management, LLC
Brian G
CFP®, Series 63, Series 65
Wesley Chapel, FL
Accurate Wealth Management, LLC
Maddison L
Series 65
Wesley Chapel, FL
Accurate Wealth Management, LLC
Patricia M
Series 66
Wesley Chapel, FL
Accurate Wealth Management, LLC
Kyle L
CFP®, Series 66
Wesley Chapel, FL
Accurate Wealth Management, LLC
Roger D
Series 63, Series 65
Lake Village, AR
Accurate Wealth Management, LLC
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