Accurate Wealth Management, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)
• Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated July 16, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$1,710,313,446 as of October 2026, filing dated July 31, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Also doing business as

ACCURATE WEALTH MANAGEMENT, LLC, INNOVA WEALTH, NORTHLAND RETIREMENT GROUP, PROVIDENT WEALTH MANAGEMENT, LLC, RHODES CAPITAL MANAGEMENT, INC

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2019 (6 years)

Employees

Total: 47. Performing investment advisory functions: 47.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

11 other offices, as of the August 2026 filing

Houston, TXLake Village, ARLexington, KYPort Orchard, WARidgewood, NJSarasota, FLTampa, FLThe Woodlands, TXTrego, WIWesley Chapel, FLWest Yarmouth, MA

States registered or notice-filed

41 states or jurisdictions

AKALARAZCACOCTDEFLGAIAILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNYOHORPAPRSCTNTXUTVAWAWIWV

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

2 Reports 2 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.C(1) Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?
• 11.C(2) Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $321,231,137 in the October 2021 data and $1,710,313,446 in the October 2026 data, up 432%.

Total employees: 25 in October 2021 and 47 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. August 2026
   • Registered or notice-filed in WV.
2. April 2026
   • No longer lists the business name Medallion Financial Resources.
   • No longer lists the business name Breeze Financial, LLC.
   • Added the business name Innova Wealth.
   • Employees performing advisory functions went from 41 to 47.
   • Regulatory assets under management went from $1,148,887,091 to $1,710,313,446 (+49%).
   • Added an office in Houston, TX.
   • No longer lists an office in Venice, FL.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.