Chief Compliance Officer · Accurate Wealth Management, LLC
Derek A. Wilkes
CRD 5168873 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Accurate Wealth Management, LLC, an SEC-registered wealth manager based in Wesley Chapel, FL with $1.7 billion in regulatory assets, lists Derek A. Wilkes on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Derek at 1 other registered adviser.
Firms and roles
- Accurate Wealth Management, LLCChief Compliance OfficerWealth manager · Wesley Chapel, FL · $1.7B in regulatory assets
- Altium Investment Strategies LLCChief Compliance OfficerAsset manager · Wesley Chapel, FL · $518M in regulatory assets
AtlasMembers
Derek’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Derek’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gregg A. GuintaChief Operating Officer, Accurate Wealth Management, LLC
- Paul J. O'GradyOwner, Altium Investment Strategies LLC
- Konstantinos GotsisOwner, Altium Investment Strategies LLC
- Robert V. LeoneOwner, Altium Investment Strategies LLC
- Edwin D. MercerChief Financial Officer, Altium Investment Strategies LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Derek’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.