ACCURATE CAPITAL AND WEALTH LLC

ACCURATE CAPITAL AND WEALTH LLC of GLEN ALLEN, VA is an SEC-registered investment adviser (CRD 296945). Regulatory assets under management: $30.2M.

Registration

• CRD: 296945
• Type: Registered investment adviser
• Location: 4551 COX ROAD, GLEN ALLEN, VA, 23060
• Phone: 800-849-1085
• Latest filing: 2026-04-16
• Regulatory AUM: $30.2M
• Discretionary AUM: $30.2M
• Clients: 4
• Accounts: 240

Business model

Compensation: % of AUM, Commissions, Other.

Clients served: High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 296945 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search