← Back to searchVisit website
ACCURATE CAPITAL AND WEALTH LLC
CRD 296945
4551 COX ROAD, SUITE 300, GLEN ALLEN, VA, 23060, United States
Phone
800-849-1085
Fax
866-642-4910
Registration
— (—)
Source
State registered
Total AUM
$30.2M
Discretionary AUM
$30.2M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Commissions; CO-ADVISOR FEES
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersEducational seminarsCO-ADVISOR
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 147 | $30.2M |
All web addresses on file
Official SEC filing: View on IAPD