ACCURATE WEALTH MANAGEMENT, LLC of WESLEY CHAPEL, FL is an SEC-registered investment adviser (CRD 298137). Regulatory assets under management: $1.7B.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Charities.
| 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 | — |
| 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 | — |