| Name | Title | Ownership | Since |
|---|---|---|---|
| Accurate Advisory Group, LLC Control | Managing Member | Over 75% | 2015 |
| Derek Allen Wilkes Control | Chief Compliance Officer | Under 5% | 2025 |
| Gregg Arthur Guinta | Chief Operating Officer | Under 5% | 2019 |
Accurate Wealth Management, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Accurate Wealth Management, LLC reports 41 employees.
Accurate Wealth Management, LLC is based in Wesley Chapel, FL and has been SEC-registered since 2019.
Accurate Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 |
| Phone | 813-994-0984 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $1.15B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.15B |