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Member · Accurate Wealth Management, LLC

Paul J. O'Grady

CRD 5759038 · 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 Paul J. O'Grady on its Form ADV as Member, a control person. The SEC filings also name Paul at 1 other registered adviser.

Firms and roles

AtlasMembers

Paul’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
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.