Accurate Wealth Management, LLC
Accurate Wealth Management, LLC (CRD# 298137) is a financial advisory firm headquartered in Wesley Chapel, FL. They manage $780,485,662 in 3,855 accounts and serve the financial needs of clients across 41 states (or territories).
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Total Assets Under Management780MILLION
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Total Number of Accounts3,855ACCOUNTS
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Average Account Value$202,461
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI
Elizabeth Bertelsen (CRD# 2253105) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 30 years of experience in the finance industry.
Ricky Black (CRD# 1401203) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 9 years of experience in the finance industry.
Patricia Breeze (CRD# 1031412) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 38 years of experience in the finance industry.
Roger Davis (CRD# 2320335) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 28 years of experience in the finance industry.
Meredith Freeman (CRD# 4418577) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 22 years of experience in the finance industry.
Brian George (CRD# 5533597) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 15 years of experience in the finance industry.
Konstantinos Gotsis (CRD# 2684958) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 28 years of experience in the finance industry.
Gregg Guinta (CRD# 3187502) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Aventura, FL and has over 5 years of experience in the finance industry.
Carolyn Howard (CRD# 2391466) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Sarasota, FL and has over 27 years of experience in the finance industry.
Jonathan Howard (CRD# 4117552) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 5 years of experience in the finance industry.