ACCURATE WEALTH MANAGEMENT, LLC

2211 Ashley Oaks Circle
Wesley Chapel, Florida 33544
Tel: 813-994-0984

About ACCURATE WEALTH MANAGEMENT, LLC

ACCURATE WEALTH MANAGEMENT, LLC, formally registered with the SEC as ACCURATE WEALTH MANAGEMENT, LLC. The firm was established in 11/06/2019. They have over 11 offices throughout the country.

ACCURATE WEALTH MANAGEMENT, LLC is a Wesley Chapel, Florida based Financial Planning firm with nearly $780,485,662 assets under management, offering retirement planning & investment advisory services to 3855 clients. The firm is staffed with 38 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298137
SEC#	801-117600
Assets Managed by Firm	$780,485,662
No. of Clients	3855
No. of Advisors	38

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3855	$780,485,662
Individuals (other than high net worth individuals)	1542	$431,089,226
High net worth individuals	159	$349,396,436

More Retirement Planning firms in Wesley Chapel, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
RAYMOND JAMES & ASSOCIATES, INC. 880 Carillon Parkway St. Petersburg, FL, 33716	$433,814,330,581	1070028	13966
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 880 Carillon Parkway Saint Petersburg, FL, 33716	$344,868,106,925	1030208	6727
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845

Explore More Retirement Advisors in Wesley Chapel, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.