Brandon J Cromer
Investment adviser representative at Accurate Wealth Management, LLC
20 yearsExperience
1 stateRegistered in
$1.7BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Accurate Wealth Management, LLCNov 2025 to now
- Aag Capital, IncNov 2025 to now
- Ashton Thomas Securities, LLCOct 2024 to Nov 2025
- Ashton Thomas Private WealthOct 2022 to Nov 2025
- M. S. Howells & Co.Oct 2022 to Oct 2024
- Charles Schwab Investment Management, Inc.Nov 2020 to Sep 2022
- Charles Schwab & Co., Inc.Jun 2019 to Nov 2020
- Rennes School of Business - StudentAug 2018 to Jun 2019
- The Vanguard Group, IncFeb 2006 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Accurate Wealth Management, LLC
$1.7BAssets managed
2,612Clients
48Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4983444
- Firm CRD
- 298137