← Tributary

ACCURATE WEALTH MANAGEMENT, LLC

WESLEY CHAPEL, FL · CRD 298137 · IAPD ↗ · providentwealthllc.com · 813-994-0984

$1.71BRegulatory AUM
47Advisory reps
47Employees
0Clients
101-250Planning clients
0Private funds
41States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — ACCURATE WEALTH MANAGEMENT, LLC notice-filed in WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
April 2026 — ACCURATE WEALTH MANAGEMENT, LLC changed its website from breezefinancialllc.com to providentwealthllc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
69
April 2026 — ACCURATE WEALTH MANAGEMENT, LLC reported RAUM up 49% ($1.15B -> $1.71B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
April 2026 — ACCURATE WEALTH MANAGEMENT, LLC grew from 41 to 47 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
December 2025 — ACCURATE WEALTH MANAGEMENT, LLC changed its website from accurateadvisorygroup.com to breezefinancialllc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
April 2025 — ACCURATE WEALTH MANAGEMENT, LLC changed its website from seacureadvisors.com to accurateadvisorygroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
51
April 2025 — ACCURATE WEALTH MANAGEMENT, LLC notice-filed in AK, DE, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — ACCURATE WEALTH MANAGEMENT, LLC added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
April 2025 — ACCURATE WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
83
April 2025 — ACCURATE WEALTH MANAGEMENT, LLC grew from 28 to 41 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2025 — ACCURATE WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($780.5M -> $1.15B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2024 — ACCURATE WEALTH MANAGEMENT, LLC notice-filed in AL, CO, CT, GA, IA, KS, LA, MD, ME, MI, MT, NH, NM, OR, PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — ACCURATE WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($473.4M -> $780.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.