Brandon J Cromer

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2006 → 08/2018
  The Vanguard Group, Inc
  Scottsdale, AZ
• 06/2019 → 11/2020
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 08/2018 → 06/2019
  Rennes School Of Business - Student
  Rennes
• 11/2020 → 09/2022
  Charles Schwab Investment Management, Inc.
  Naples, FL
• 10/2022 → 10/2024
  M. S. Howells & Co.
  Scottsdale, AZ
• 10/2022 → 11/2025
  Ashton Thomas Private Wealth
  Scottsdale, AZ
• 10/2024 → 11/2025
  Ashton Thomas Securities, Llc
  Scottsdale, AZ
• 11/2025 → Present
  Aag Capital, Inc
  Wesley Chapel, FL
• 11/2025 → Present
  Accurate Wealth Management
  Wesley Chapel, FL

Previous Registrations

• 2024-11-12 → 2025-11-17
  Ashton Thomas Private Wealth
  Scottsdale, AZ
• 2024-10-23 → 2024-11-22
  Ashton Thomas Securities, Llc
  Scottsdale, AZ
  Rochester, NY
• 2021-02-03 → 2022-10-19
  Charles Schwab Investment Management, Inc
  San Francisco, CA
  Phoenix, AZ
  Naples, FL
  San Francisco, CA

Other Businesses

1. ASHTON THOMAS PRIVATE WEALTH, LLC; 8605 E RAINTREE DRIVE, SUITE 280, SCOTTSDALE, AZ 85260; INVESTMENT RELATED; RIA; PORTFOLIO MANAGER AND TRADER; 10/2022MANAGE PORTFOLIOS, BUY AN SELL SECURITIES; DEVOTE 80 HRS/MONTH DURING MARKET HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-30
• S63 Uniform Securities Agent State Law Examination
  2005-08-02

Other Names

• Brandon J Cromer
• Brandon James Cromer