Accurate Capital And Wealth Llc
- Regulatory AUM
- $30.2M
- Discretionary
- $30.2M
- Clients
- 147
- Avg AUM / client
- $205K
- Accounts
- 240
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 147 | $30.2M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jessica A Cervinka | Registered representative | Apr 2022 (4y) | ||
| Joseph Jiri Cervinka | Registered representative | Apr 2023 (3y) | ||
| John Jiri Cervinka | Registered representative | Apr 2026 (0y) | ||
| Jameson Trent Ford | Registered representative | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/16/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Commissions
- • Other fees
- • CO-ADVISOR FEES
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $30.2M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 05, 2026.
View current Form ADV (SEC/IAPD) ↗