Accurate Wealth Management LLC

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Assets, Funds, Holdings

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Accurate Wealth Management LLC
CRD #298137
SEC #801-117600
CIK #0001877728
AUM $780.5 MM (2024-03-26)
Employees 38 (74% Investors, 55% Brokers)
Phone813-994-0984
Address2211 Ashley Oaks Circle
Wesley Chapel, FL 33544
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
80064048032016002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 22.4
NVDA 399,550.0 10.2
MSFT 1,918,222.4 9.8
TSLA 723,390.3 9.0
XOM 385,508.3 7.3
AMZN 1,092,997.8 7.3
JPM 340,169.2 5.9
MO 78,198.0 5.4
MRK 232,371.9 4.3
PG 338,108.9 4.3
View All
Holdings by Sector ($MM)
4503602701809002020202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,542 431.1
(b) Individuals (high net worth individuals) 159 349.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 3,855 780.5
By Discretionary
Discretionary 3,855 780.5
Non-Discretionary 0 0.0
Total 3,855 780.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 780.5
Total 3,855 780.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001877728]
Comparable Firms State AUM ($BB)
Pathway Financial Advisors LLC
VT 0.8
Milestone Investment Advisors LLC
WI 0.8
Oak City Consulting LLC
NC 0.8
Recurrent Investment Advisors LLC
TX 0.8
Goldstein Advisors LLC
WI 0.8
Quadra Gestao de Recursos Sa
0.8
Focus Investment Advisors Inc
CA 0.8
The Marshall Financial Group Inc
PA 0.8
Sweet Financial Partners LLC
MN 0.8
The Fairman Group LLC
PA 0.8
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