Accurate Wealth Management, LLC
Accurate Wealth Management, LLC (CRD# 298137) is a financial advisory firm headquartered in Wesley Chapel, FL. They manage $780,485,662 in 3,855 accounts and serve the financial needs of clients across 41 states (or territories).
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Total Assets Under Management780MILLION
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Total Number of Accounts3,855ACCOUNTS
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Average Account Value$202,461
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI
Bryan Hamer (CRD# 6392618) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 4 years of experience in the finance industry.
Adam Leone (CRD# 7812445) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has 1 year of experience in the finance industry.
Robert Leone (CRD# 2530906) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has 1 year of experience in the finance industry.
Michael Sinicola (CRD# 6074932) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 3 years of experience in the finance industry.
Mathew Waymire (CRD# 2159082) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 2 years of experience in the finance industry.