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
Daniel Markese (CRD# 6404017) 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 May (CRD# 2700518) 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.
Paul O'grady (CRD# 5759038) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 14 years of experience in the finance industry.
Robert Scott (CRD# 5096383) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 18 years of experience in the finance industry.
Sherry Sutton-Zanardo (CRD# 5514218) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Trego, WI and has over 16 years of experience in the finance industry.
Trevor Taylor (CRD# 5441392) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 16 years of experience in the finance industry.
Matthew Zanardo (CRD# 5706075) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Trego, WI and has over 7 years of experience in the finance industry.
David Goldin (CRD# 7711262) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has 1 year of experience in the finance industry.
Brian Greco (CRD# 6771535) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 4 years of experience in the finance industry.
Griffin Guinta (CRD# 7865028) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has 1 year of experience in the finance industry.