Wealth manager, wrap-program sponsor · Wesley Chapel, FL
Accurate Wealth Management, LLC
SEC-registered investment adviser · CRD 298137 · SEC 801-117600
At a glance
Accurate Wealth Management, LLC is an SEC-registered investment adviser based in Wesley Chapel, Florida, with $1.7 billion in regulatory assets under management as of its Form ADV filed July 31, 2026. Its largest client group by assets is individuals, and it reports 2,612 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 905th of 8,915 wealth managers and 3,965th of 17,210 SEC-registered advisers by assets.
Main office 813-994-0984accurateadvisorygroup.comAs filed on Form ADV
- Regulatory AUM
- $1.7B
- Rank among wealth managers
- #905 of 8,915
- Rank among all SEC RIAs
- #3,965 of 17,210
- Rank in Florida
- #186 of 1,090
- Individual clients
- 2,612
- High-net-worth clients
- 393
- Accounts
- 2,612
- Discretionary
- 100% of AUM
- Employees
- 47
- Advisory staff
- 47
- Offices
- 12
Owners and executives on its Form ADV
- Gregg A. GuintaChief Operating Officer
- Derek A. WilkesChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Accurate Wealth Management, LLC is a hybrid RIA: 38 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: AAG Capital, Inc..
- AAG Capital, Inc. ↗CRD 188
Its Form ADV brochure (filed July 2026) names AAG Capital as the broker-dealer its advisers are registered with.
ITEM 10 – OTHER FINANCIAL INDUSTRY ACTIVITIES AND AFFILIATIONS BROKER DEALER AFFILIATION A number of our investment adviser representatives are also registered representatives of AAG Capital, Inc., an affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 2,219 | $1.1B | 66% |
| High-net-worth individuals | 393 | $576M | 34% |
Disciplinary disclosures
Accurate Wealth Management, LLC answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗accurateadvisorygroup.com ↗
AtlasMembers
The full record on Accurate Wealth Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 2,269 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Accurate Wealth Management, LLC manage?
Accurate Wealth Management, LLC reports $1.7 billion in regulatory assets under management across 2,612 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 31, 2026.
What kind of firm is Accurate Wealth Management, LLC?
Accurate Wealth Management, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Accurate Wealth Management, LLC’s clients?
By assets, its largest client types are individuals ($1.1 billion, 2,219 clients); high-net-worth individuals ($576 million, 393 clients).
Does Accurate Wealth Management, LLC have any disciplinary history?
Accurate Wealth Management, LLC answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Accurate Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →