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Employer firm

Accurate Wealth Management, LLC CRD 298137

$1.71B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Accurate Wealth Management, Llc

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-01-03
FL RA APPROVED 2021-10-18
KY RA APPROVED 2021-09-15
  • CA RA
    APPROVED
    Since 2023-01-03
  • FL RA
    APPROVED
    Since 2021-10-18
  • KY RA
    APPROVED
    Since 2021-09-15

Branch Locations

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States

9040 Town Center Parkway, Lakewood Ranch, FL 34202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Seacure Advisors Llc Sarasota FL 06/2017 09/2021
Framestore Vfx Culver City CA 01/2017 06/2017
Zoic Studios Culver City CA 10/2016 12/2016
Deutsch Los Angeles CA 07/2015 09/2016
Aag Capital Inc Wesley Chapel FL 09/2021 Present
Accurate Wealth Management, Llc Wesley Chapel FL 09/2021 Present
  • 06/2017 → 09/2021
    Seacure Advisors Llc
    Sarasota, FL
  • 01/2017 → 06/2017
    Framestore Vfx
    Culver City, CA
  • 10/2016 → 12/2016
    Zoic Studios
    Culver City, CA
  • 07/2015 → 09/2016
    Deutsch
    Los Angeles, CA
  • 09/2021 → Present
    Aag Capital Inc
    Wesley Chapel, FL
  • 09/2021 → Present
    Wesley Chapel, FL
Previous Registrations
  • 2018-07-02 → 2021-09-20
    Seacure Advisors Llc
    Lexington, KY
    Sarasota, FL
Other Businesses

1. INDEPENDENT INSURANCE AGENT, ACCURATE ADVISORY GROUP, WESLEY CHAPEL, FL, 5-10 HRS/MO, NOT INVESTMENT RELATED. 2. INVESTMENT ADVISOR REPRESENTATIVE, ACCURATE WEALTH MANAGEMENT, WESLEY CHAPEL FL, 20-30 HRS/MO, INVESTMENT RELATED.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-11-15
S65 Uniform Investment Adviser Law Examination 2018-07-02
  • S63 Uniform Securities Agent State Law Examination
    2021-11-15
  • S65 Uniform Investment Adviser Law Examination
    2018-07-02
Designations
  • Certified Financial Planner

View on SEC IAPD

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