Accurate Wealth Management, LLC

Overview

Accurate Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC‑registered since 2019. The firm describes itself as a capital allocator serving individual and family clients through a mix of financial planning, portfolio management for individuals and small businesses, manager selection, and educational workshops. Its compensation arrangements are varied — percentage of AUM, hourly, fixed fees and performance‑based fees are all used. The snapshot identifies the owner type as a combination of a domestic entity and an individual. The firm does not identify as an active ESG investor. The firm maintains affiliations with broker‑dealers, another investment adviser, and an insurance company, which suggests it operates a blended service model that can include both advisory and product-distribution channels.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices