Inactive

Maxwell T Azzarelli

Accurate Wealth Management, LLC

Wesley Chapel, FL

Wesley Chapel, FL

CRD 8124109

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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

Authority	Category	Status	Date
FL	RA	APPROVED	2025-07-14

FL RA
APPROVED

Since 2025-07-14

Branch Locations

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

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • 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

Organization	City	State	From	To
Accurate Wealth Management	Wesley Chapel	FL	06/2025	Present
Unemployed	Tampa	FL	06/2015	05/2025

06/2025 → Present

Accurate Wealth Management

Wesley Chapel, FL
06/2015 → 05/2025

Unemployed

Tampa, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-05-06

S65 Uniform Investment Adviser Law Examination

2025-05-06

Other Names

Maxwell Tristan Azzarelli

View on SEC IAPD

Nearby Firms

ALTIUM INVESTMENT STRATEGIES LLC

SINGER WEALTH ADVISORS LLC

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Nearby Investors

CLAUDIU A. BARBOS

JONATHAN DAVID HOWARD

BRANDON J CROMER

Nearby Offices

ALTIUM INVESTMENT STRATEGIES LLC · WESLEY CHAPEL, FL

SINGER WEALTH ADVISORS LLC · Wesley Chapel, FL

SINGER WEALTH ADVISORS LLC · Wesley Chapel, FL

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