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Accurate Wealth Management LLC
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CRD # | 298137 |
SEC # | 801-117600 |
CIK # | 0001877728 |
AUM | $780.5 MM (2024-03-26) |
Employees | 38 (74% Investors, 55% Brokers) |
Phone | 813-994-0984 |
Address | 2211 Ashley Oaks Circle Wesley Chapel, FL 33544 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001877728] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Pathway Financial Advisors LLC
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|
VT | 0.8 |
Milestone Investment Advisors LLC
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|
WI | 0.8 |
Oak City Consulting LLC
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NC | 0.8 |
Recurrent Investment Advisors LLC
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|
TX | 0.8 |
Goldstein Advisors LLC
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|
WI | 0.8 |
Quadra Gestao de Recursos Sa
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|
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 |