# ACCURATE WEALTH MANAGEMENT, LLC

ACCURATE WEALTH MANAGEMENT, LLC of WESLEY CHAPEL, FL is an SEC-registered investment adviser.

## Registration

- CRD: 298137
- Type: SEC-registered investment adviser
- SEC file number: 801-117600
- Location: 2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL, 33544
- Phone: 813-994-0984
- Latest filing: 2026-07-31
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.7B
- Clients: 47
- Accounts: 2,612

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Paul James O'Grady | MEMBER | — |
| Konstantinos Gotsis | MEMBER | — |
| Robert Vincenzo Leone | MEMBER | — |
| Gregg Arthur Guinta | CHIEF OPERATING OFFICER | — |
| Derek Allen Wilkes | CHIEF COMPLIANCE OFFICER | — |
| Patrick Eugene Harris | CHIEF COMPLIANCE OFFICER | — |
| HARRIS EUGENE | CHIEF COMPLIANCE OFFICER | — |
| LEONE ROBERT VINCENZO | MEMBER; OWNER | — |
| GOTSIS KONSTANTINOS | MANAGING MEMBER; MEMBER | — |
| O'GRADY PAUL JAMES | MEMBER | — |
| Guinta Gregg Arthur | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER | — |


## Disclosures (10)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2020-10-22 | regulatory | THE SEC FOUND A VIOLATON OF RULE 204-5(B) BECAUSE THE ADVISER MAINTAINED A WEBSITE BUT DID NOT POST ITS FORM CRS, AND FOUND THAT CERTAIN OF THE ADVISER'S MARKETING AND ADVERTISING MATERIALS CONTAINED FALSE AND/OR MISLEADING STATEMENTS. | Final | — |


## Branch offices (11)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| WESLEY CHAPEL | FL | 7 | (813) 994-0984 |
| LEXINGTON | KY | 3 | 859.328.5539 |
| LAKE VILLAGE | AR | 3 | 310-913-5535 |
| TREGO | WI | 2 | 715-816-4102 |
| SARASOTA | FL | 2 | 941-232-2105 |
| WEST YARMOUTH | MA | 1 | XXX-XXX-XXXX |
| RIDGEWOOD | NJ | 1 | XXX-XXX-XXXX |
| THE WOODLANDS | TX | 1 | 281-466-4843 |
| TAMPA | FL | 1 | 813-994-0984 |
| PORT ORCHARD | WA | 1 | 360-594-5597 |
| HOUSTON | TX | 1 | 832-783-7771 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298137/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298137/similar
- Related entities: https://search.stillhousedata.com/firm/298137/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298137

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.