Accurate Wealth Management, LLC
● SEC registered since 2019CRD 298137SEC# 801-117600Wesley Chapel, FL
Reg. AUM
$1.71B
Employees
47
Accounts
2,612
Location
Wesley Chapel, FL
Accurate Wealth Management, LLC assets under management
Accurate Wealth Management, LLC is an investment advisory firm registered with the SEC based in Wesley Chapel, FL. The firm has been registered since 2019. It reports $1.7 billion in regulatory assets under management and employs 47 people.
Accurate Wealth Management, LLC owners & executives
6 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Accurate Wealth Management, LLC manage?
Accurate Wealth Management, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Accurate Wealth Management, LLC have?
Accurate Wealth Management, LLC reports 47 employees.
Where is Accurate Wealth Management, LLC located?
Accurate Wealth Management, LLC is based in Wesley Chapel, FL and has been SEC-registered since 2019.
Does Accurate Wealth Management, LLC disclose fund performance?
Accurate Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.71B▲ 119%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$1.71Bregulatory AUM
Discretionary $1.71B