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Accurate Wealth Management, LLC CRD 298137
$1.71B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-15 |
Branch Locations
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
13915 Carrollwood Village Run, Tampa, FL 33618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aag Capital, Inc. | Welsey Chapel | FL | 06/2023 | Present |
| Accurate Wealth Management | Wesley Chapel | FL | 05/2024 | Present |
| Retired | Tampa | FL | 01/2013 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1981-09-08 |
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