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Accurate Wealth Management, LLC
Accurate Wealth Management, LLC is a registered investment adviser based in Wesley Chapel, Florida, providing integrated wealth management, tax planning, and estate planning services for high-net-worth individuals and families. Founded in July 2014, it offers comprehensive financial planning, cash management, risk management, and retirement planning services. The firm manages client portfolios both on a discretionary and non-discretionary basis and sponsors a wrap fee program. As of early 2025, Accurate Wealth Management has approximately 38 employees and is owned by Accurate Advisory Group, LLC.
Investment Strategy
Accurate Wealth Management, LLC focuses on a personalized approach to wealth management. The firm tailors its portfolio management service to clients’ specific goals, needs, and objectives, allowing for restrictions on certain securities when requested. They emphasize integrated financial, tax, and estate planning, and provide high-net-worth clients with access to alternative investments such as real estate, private credit, and emerging technologies, often at lower minimums than typical industry standards. Investment portfolios are constructed to help clients achieve their professional, family, and philanthropic goals while managing risk and seeking tax efficiency.
Latest 13F Filing Activity
Accurate Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 479 equity positions with a total 13F market value of $751M. The fund increased holdings in Global X FDS, Ishares TR, Apple Inc. among other positions. Accurate Wealth Management, LLC reduced exposure to Ishares TR, Select Sector SPDR TR, Consolidated Edison Inc. among others.
Top Holdings
Equity Positions (479)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CLIP | GLOBAL X FDS | 5.20% | $39.0M | 389,253 | $100.46 | $100.42 | +$10.8M |
A AAPL | APPLE INC | 3.82% | $28.7M | 115,719 | $180.28 | $254.63 | +$6.4M |
S SPY | SPDR S&P 500 ETF TR | 2.90% | $21.8M | 32,892 | $544.55 | $666.18 | +$342.4K |
N NVDA | NVIDIA CORPORATION | 2.59% | $19.4M | 107,890 | $64.70 | $186.58 | +$3.5M |
Q QQQ | INVESCO QQQ TR | 2.58% | $19.4M | 32,384 | $541.59 | $600.37 | +$1.8M |
Industry Allocation
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