WESLEY CHAPEL, FLCRD 298137Latest ADV March 30, 2026
Accurate Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wesley Chapel, FL. Its latest Form ADV filing, dated March 30, 2026, reports $1.7B in regulatory assets under management, 47 employees, 11 offices, and 2,612 accounts.
Assets Under Management
$1.7B
Employees
47
Offices
11 offices
Total Clients
2,612
Primary office
WESLEY CHAPEL, FL
2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.0% of total clients.
Top client categories% of clientsClients
1
Individuals
85.0%
2,219
2
HNWI
15.0%
393
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 30, 2026
Discretionary100.0%
$1.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.7B
Total Accounts2,612
10Y AUM Change+$1.6B (+1436.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees47
Clients per Employee56:1
10Y Employee Change+40 (+571.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.