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| Happy Holidays!! thanks for using AUM13F!! |
| Accurate Wealth Management LLC
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| CRD # | 298137 |
| SEC # | 801-117600 |
| CIK # | 0001877728 |
| AUM | $1.1 B (2025-03-26) |
| Employees | 38 (74% Investors, 55% Brokers) |
| Phone | 813-994-0984 |
| Address | 2211 Ashley Oaks Circle Wesley Chapel, FL 33544 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001877728 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 22.2 | ||
| Microsoft Corp | 16.5 | ||
| Nvidia Corp | 15.9 | ||
| Procter & Gamble Co | 13.1 | ||
| Tesla Motors Inc | 10.2 | ||
| J P Morgan Chase & Co | 10.0 | ||
| Amazon Com Inc | 9.6 | ||
| Exxon Mobil Corp | 8.3 | ||
| Facebook Inc | 8.1 | ||
| Broadcom Inc | 6.3 | ||
| Range Resources Corp | 6.0 | ||
| VISA Inc | 5.4 | ||
| Alphabet Inc | 5.2 | ||
| Wal Mart Stores Inc | 4.4 | ||
| Aon Corp | 4.4 | ||
| Home Depot Inc | 4.0 | ||
| Johnson & Johnson | 4.0 | ||
| Chevron Corp | 4.0 | ||
| Square Inc | 4.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 - 2025 |
|---|---|---|
| 13F-HR | [0001877728] |
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|---|---|---|
|
Prudent Investor Advisors LLC
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CA | 1.2 |
|
AWM Capital LLC
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AZ | 1.2 |
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Moisand Fitzgerald Tamayo LLC
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FL | 1.2 |
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Spectrum Wealth Counsel LLC
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IN | 1.2 |
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Stillwater Capital Advisors LLC
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PA | 1.1 |
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Corrigan Financial Inc
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RI | 1.1 |
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Allie Family Office LLC
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FL | 1.1 |
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Affiance Financial LLC
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MN | 1.1 |
|
NorthStar Fiduciary Partners LLC
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1.1 | |
|
Fermata Advisors LLC
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CA | 1.1 |