Accurate Wealth Management, LLC

Registered investment adviser · Wesley Chapel, FL · CRD #298137

Form ADV data as of 2026-09-01

Regulatory assets

$1.71 billion

Total accounts

2,612

Employees

Disclosure events

Firm details

Website: http://www.providentwealthllc.com
Telephone: 813-994-0984
SEC file number: 801-117600
Most recent Form ADV filing: 2026-07-31
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

SEC or CFTC found a false statement or omission
SEC or CFTC found a violation of its regulations or statutes

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$1.71 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$1.71 billion
Discretionary accounts	2,612
Non-discretionary accounts	0
Total accounts	2,612
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	47
Employees performing investment advisory functions (including research)	47
Employees who are registered representatives of a broker-dealer	38
Employees registered as investment adviser representatives with a state	47
Employees registered as IARs for another investment adviser	3
Employees who are licensed insurance agents	41
Firms or persons who solicit advisory clients on the firm's behalf	2

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)Performance-based fees

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshops

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Insurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another sales interest
Recommends brokers or dealers to clients
Brokers or dealers recommended under 8.E. are related persons
Compensates a non-employee for client referrals
Receives compensation from others for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	2,219	$1.13 billion
High net worth individuals	393	$576.3 million