SEC Form ADV

ACCURATE WEALTH MANAGEMENT, LLC

Firm profile: Accurate Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL
$1.7B
Assets Under Management
2,612
Total Clients
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Registration Details

Accession
CRD-298137
Location
WESLEY CHAPEL, FL
Filing Date
March 30, 2026
AUM
$1.7B
Total Clients
2,612
Amendment
No

Client Types

$1 billion - $10 billion

About this Adviser

ACCURATE WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in WESLEY CHAPEL, FL, managing approximately $1.7B in assets across 2,612 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.