ACCURATE WEALTH MANAGEMENT, LLC

CRD 298137 · SEC 801-117600

Visit website

2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL, 33544, United States

Phone

813-994-0984

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.71B

Discretionary AUM

$1.71B

Team

47 total employees; 47 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-06-16

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	2219	$1.13B
High net worth individuals	393	$576.3M

States served

AL, AK, AZ, AR, CA, CO, DE, GA, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NJ, NM, NY, NC, OH, OR, PA, PR, SC, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL

All web addresses on file

http://www.providentwealthllc.com
https://accurateadvisorygroup.com/
http://www.northlandretirement.com

Official SEC filing: View on IAPD