ACCURATE WEALTH MANAGEMENT, LLC
CRD #298137 SEC #801-117600 WESLEY CHAPEL, FL 813-994-0984
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
41
Clients
101
Accounts
5,363
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.1B | $1.1B | $0 | 41 | 0 |
| Aug 2025 | $1.1B | $1.1B | $0 | 41 | 0 |
| Mar 2025 | $1.1B | $1.1B | $0 | 41 | 0 |
| Mar 2025 | $780.5M | $780.5M | $0 | 38 | 0 |
| Feb 2025 | $780.5M | $780.5M | $0 | 38 | 0 |
| Mar 2024 | $780.5M | $780.5M | $0 | 38 | 0 |
| Oct 2023 | $473.4M | $473.4M | $0 | 38 | 0 |
| Aug 2023 | $473.4M | $473.4M | $0 | 38 | 0 |
| Jul 2023 | $473.4M | $473.4M | $0 | 38 | 0 |
| Mar 2023 | $473.4M | $473.4M | $0 | 38 | 0 |
| Jan 2023 | $412.7M | $412.7M | $0 | 19 | 0 |
| Aug 2022 | $412.7M | $412.7M | $0 | 19 | 0 |
| Apr 2022 | $412.7M | $412.7M | $0 | 19 | 0 |
| Mar 2022 | $412.7M | $412.7M | $0 | 19 | 0 |
| Dec 2021 | $321.2M | $321.2M | $0 | 25 | 0 |
| Sep 2021 | $321.2M | $321.2M | $0 | 25 | 0 |
| Jul 2021 | $321.2M | $321.2M | $0 | 22 | 0 |
| Apr 2021 | $216.7M | $216.7M | $0 | 20 | 0 |
| Mar 2021 | $216.7M | $216.7M | $0 | 20 | 0 |
| Feb 2021 | $155M | $155M | $0 | 20 | 0 |
| Feb 2021 | $155M | $155M | $0 | 12 | 0 |
| Jan 2021 | $155M | $155M | $0 | 12 | 0 |
| Nov 2020 | $155M | $155M | $0 | 11 | 0 |
| Oct 2020 | $155M | $155M | $0 | 11 | 0 |
| Oct 2020 | $155M | $155M | $0 | 11 | 0 |
| Sep 2020 | $155M | $155M | $0 | 11 | 0 |
| Sep 2020 | $155M | $155M | $0 | 11 | 0 |
| Aug 2020 | $155M | $155M | $0 | 10 | 0 |
| Aug 2020 | $155M | $155M | $0 | 9 | 0 |
| Jun 2020 | $155M | $155M | $0 | 8 | 0 |
| May 2020 | $155M | $155M | $0 | 8 | 0 |
| May 2020 | $155M | $155M | $0 | 9 | 0 |
| Apr 2020 | $155M | $155M | $0 | 9 | 0 |
| Mar 2020 | $155M | $155M | $0 | 8 | 0 |
| Mar 2020 | $111.3M | $111.3M | $0 | 8 | 0 |
| Oct 2019 | $111.3M | $111.3M | $0 | 7 | 0 |
| Oct 2019 | $111.3M | $111.3M | $0 | 7 | 0 |
| Oct 2019 | $111.3M | $111.3M | $0 | 7 | 0 |
DateSep 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees41
Clients0
DateAug 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees41
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees41
Clients0
DateMar 2025
Total AUM$780.5M
Discretionary$780.5M
Non-Disc.$0
Employees38
Clients0
DateFeb 2025
Total AUM$780.5M
Discretionary$780.5M
Non-Disc.$0
Employees38
Clients0
DateMar 2024
Total AUM$780.5M
Discretionary$780.5M
Non-Disc.$0
Employees38
Clients0
DateOct 2023
Total AUM$473.4M
Discretionary$473.4M
Non-Disc.$0
Employees38
Clients0
DateAug 2023
Total AUM$473.4M
Discretionary$473.4M
Non-Disc.$0
Employees38
Clients0
DateJul 2023
Total AUM$473.4M
Discretionary$473.4M
Non-Disc.$0
Employees38
Clients0
DateMar 2023
Total AUM$473.4M
Discretionary$473.4M
Non-Disc.$0
Employees38
Clients0
DateJan 2023
Total AUM$412.7M
Discretionary$412.7M
Non-Disc.$0
Employees19
Clients0
DateAug 2022
Total AUM$412.7M
Discretionary$412.7M
Non-Disc.$0
Employees19
Clients0
DateApr 2022
Total AUM$412.7M
Discretionary$412.7M
Non-Disc.$0
Employees19
Clients0
DateMar 2022
Total AUM$412.7M
Discretionary$412.7M
Non-Disc.$0
Employees19
Clients0
DateDec 2021
Total AUM$321.2M
Discretionary$321.2M
Non-Disc.$0
Employees25
Clients0
DateSep 2021
Total AUM$321.2M
Discretionary$321.2M
Non-Disc.$0
Employees25
Clients0
DateJul 2021
Total AUM$321.2M
Discretionary$321.2M
Non-Disc.$0
Employees22
Clients0
DateApr 2021
Total AUM$216.7M
Discretionary$216.7M
Non-Disc.$0
Employees20
Clients0
DateMar 2021
Total AUM$216.7M
Discretionary$216.7M
Non-Disc.$0
Employees20
Clients0
DateFeb 2021
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees20
Clients0
DateFeb 2021
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees12
Clients0
DateJan 2021
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees12
Clients0
DateNov 2020
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees11
Clients0
DateOct 2020
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees11
Clients0
DateOct 2020
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees11
Clients0
DateSep 2020
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees11
Clients0
DateSep 2020
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees11
Clients0
DateAug 2020
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees10
Clients0
DateAug 2020
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees8
Clients0
DateMay 2020
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees8
Clients0
DateMay 2020
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees9
Clients0
DateApr 2020
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees8
Clients0
DateOct 2019
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees7
Clients0
DateOct 2019
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees7
Clients0
DateOct 2019
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees7
Clients0