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Building 2ACCURATE WEALTH MANAGEMENT, LLC

Map pinWESLEY CHAPEL, FL
Phone813-994-0984
NotebookSEC #801-117600
Total AUM
$1.7B
Employees
47
Clients
2,612

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2211 ASHLEY OAKS CIRCLE
WESLEY CHAPEL
FL 33544
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
813-994-0984
Other Offices
11

ReceiptFinancials

Total AUM
$1.7B
Accounts
2,612
Discretionary
$1.7B
Accounts
2,612
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,219
AUM
$1.1B
HNW Individual Clients
393
AUM
$576.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDEFLGAIAILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNYOHORPAPRSCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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