ACCURATE WEALTH MANAGEMENT, LLC

CRD

298137

SEC file #

801-117600

EIN

364793746

DBA names

—

Economics

AUM

$1.71B

AUM band

$1B+

AUM trajectory

'20 · $111.3M

'21 · $155.0M

'22 · $321.2M

'23 · $412.7M

'25 · $1.15B

'26 · $1.71B

'20'26

$111.3M → $1.71B▲ +1437%

sec adv history

Client mix

Individuals Other	2,219
Individuals High Net Worth	393

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 7 advisors

'21 · 12 advisors

'22 · 18 advisors

'23 · 18 advisors

'25 · 41 advisors

'26 · 47 advisors

'20'26

7 advisors → 47 advisors▲ +571%

sec adv history

Primary office

WESLEY CHAPEL FL

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops

Fee basis

% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing

03/30/2026

ADV-W filed at

—

Website

providentwealthllc.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

ACCURATE ADVISORY GROUP, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

ACCURATE ADVISORY GROUP, LLC

WILKES, DEREK, ALLEN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

PROVIDENTWEALTHLLC.COM

Rdap Domain Creation Date

2011-07-25T19:54:04Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

9,837

Form 5500 Compensation Trajectory 3y

2025

9,837

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

9,837

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001877728

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2021-08-25

Edgar Last Filing Date

2026-04-23

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-23

Accession0001754960-26-000311

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

2211 ASHLEY OAKS CIRCLEWESLEY CHAPEL, FL 33544

Business

2211 ASHLEY OAKS CIRCLEWESLEY CHAPEL, FL 33544

Edgar EIN

364793746

Edgar Recent Filings

13F-HR2026-04-23 · 0001754960-26-000311

13F-HR2026-01-14 · 0001754960-26-000054

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2026-07-25T19:54:04Z

Rdap Domain Last Changed

2025-06-26T04:45:33Z

Rdap Nameservers

Ns4.wixdns.netNs5.wixdns.net

Rdap Secure Dns Enabled

Rdap Status

Client Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate