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 | — |
| 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 |