|
⚲
|
| Keyboard |
| Accurate Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 298137 |
| SEC # | 801-117600 |
| CIK # | 0001877728 |
| AUM | 1,710.3 M (2026-06-16) |
| Employees | 47 (100% Investors, 81% Brokers) |
| Phone | 813-994-0984 |
| Address | 2211 Ashley Oaks Circle Wesley Chapel, FL 33544 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 52.2 | ||
| Apple Inc | 41.9 | ||
| Procter & Gamble Co | 27.7 | ||
| Microsoft Corp | 16.8 | ||
| Amazon Com Inc | 15.7 | ||
| Alphabet Inc | 13.9 | ||
| J P Morgan Chase & Co | 13.0 | ||
| Broadcom Inc | 12.7 | ||
| Tesla Motors Inc | 11.4 | ||
| Facebook Inc | 9.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,219 | 1,134.0 |
| (b) Individuals (high net worth individuals) | 393 | 576.3 |
| (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 | 2,612 | 1,710.3 |
| By Discretionary | ||
| Discretionary | 2,612 | 1,710.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,612 | 1,710.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,710.3 | |
| Total | 2,612 | 1,710.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001877728] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kaiser Partner Financial Advisors Ltd
✚
|
1,764.8 M | |
|
Slatestone Wealth LLC
✚
|
FL | 1,763.1 M |
|
HBW Advisory Services LLC
✚
|
CA | 1,747.4 M |
|
WNY Asset Management LLC
✚
|
NY | 1,729.5 M |
|
Annis Gardner Whiting Capital Advisors LLC
✚
|
FL | 1,726.8 M |
|
Liberty Wealth Management LLC
✚
|
CA | 1,725.4 M |
|
Novem Group
✚
|
NY | 1,717.6 M |
|
Magnolia Capital Advisors LLC
✚
|
MS | 1,691.5 M |
|
Clearwater Capital Advisors LLC
✚
|
IL | 1,681.3 M |
|
Weatherly Asset Management LP
✚
|
CA | 1,678.0 M |