Keith Brown Woomer
Investment adviser representative at Accurate Wealth Management, LLC
10 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
10 years in the industry.
- Accurate Wealth Management, LLCJan 2025 to now
- Woomer PaJan 2025 to now
- Farther Finance AdvisorsMar 2023 to Nov 2025
- Boston Asset Management, Inc.Jan 2021 to Feb 2023
- Global Litigation ConsultantsJul 2020 to Feb 2023
- UnemployedMar 2020 to Jul 2020
- Northwestern Mutual Investment Services LLCApr 2019 to Mar 2020
- Northwestern Mutual Investment Services LLCJan 2018 to Mar 2019
- Carman and FullertonDec 2016 to Jan 2018
- UnemployedApr 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6908786
- Firm CRD
- 298137