Accurate Wealth Management, LLC
Wesley Chapel, FL·SEC-registered · CRD #298137
Accurate Wealth Management, LLC is an SEC-registered investment advisory firm in Wesley Chapel, FL managing $1.7B across 2.6k client accounts, with 47 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.7B
Client accounts
2.6k
Advisory staff
47
Fee model
Fee-based
How Accurate Wealth Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Accurate Wealth Management, LLC
How much does Accurate Wealth Management, LLC manage?
Per its most recent SEC Form ADV filing (06/16/2026), Accurate Wealth Management, LLC reports $1.7B in regulatory assets under management across roughly 2.6k client accounts.
How does Accurate Wealth Management, LLC charge?
Accurate Wealth Management, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Accurate Wealth Management, LLC a fiduciary?
Yes. Accurate Wealth Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #298137), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Accurate Wealth Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Accurate Wealth Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Accurate Wealth Management, LLC's public SEC Form ADV filing (CRD #298137, filed 06/16/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Accurate Wealth Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Accurate Wealth Management, LLC? Claim this profile.