Firms by city
Registered investment advisers in Wesley Chapel, FL
3 SEC-registered advisers headquartered in Wesley Chapel, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
3 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Accurate Wealth Management | Wesley Chapel, FL | $1.71B |
| Altium Investment Strategies | Wesley Chapel, FL | $518M |
| BRIA Capital Group | Wesley Chapel, FL | $155M |
- Headquarters
- Wesley Chapel, FL
- Regulatory AUM
- $1.71B
- Headquarters
- Wesley Chapel, FL
- Regulatory AUM
- $518M
- Headquarters
- Wesley Chapel, FL
- Regulatory AUM
- $155M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Wesley Chapel on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Florida.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.