Accurate Wealth Management, LLC

RIASEC RegisteredEst. 2019
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$655K
Accounts
2,612
Employees
47
Advisory reps
48

Firm details

Headquarters
Wesley Chapel, Florida
CRD number
298137
Registered since
November 6, 2019
Website
www.accurateadvisory.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Individuals66.3%
  • HNWI33.7%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Accurate Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2019. The firm positions itself as a capital allocator serving individual and family clients. Its fee arrangements are varied — percentage of AUM is offered alongside hourly, fixed-fee, and performance-based billing. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, manager selection, and client education through seminars and workshops. The firm is not described as an active ESG investor and reports affiliations with broker-dealers, other investment advisers, and insurance firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 31%, Exchange Traded Equities 30%, Non-Investment Grade Corp Bonds 15%, US Government Bonds 12%, Cash & Cash Equivalents 7%, State & Local Bonds 1%, Sovereign Bonds 1%, Investment Grade Corp Bonds 1%, Derivatives 1%, Other 1%31%
  • Public Funds/Mutual Funds31%
  • Exchange Traded Equities30%
  • Non-Investment Grade Corp Bonds15%
  • US Government Bonds12%
  • Cash & Cash Equivalents7%

Owners & executives

3 of 5
  • Paul O'grady

    Paul O'grady

    Founder & Chief Investment OfficerCRD 5759038

  • Daniel Goodwin

    Daniel Goodwin

    CEOCRD 5752768

  • Gregg Guinta

    Gregg Guinta

    President, COOCRD 3187502

Unlock 2 more executives →

Contacts

3 of 43
  • Meredith Freeman

    Meredith Freeman

    Senior Wealth AdvisorCRD 4418577

  • Rick Helbing

    Rick Helbing

    Financial AdvisorCRD 1348165

  • Brian Greco

    Brian Greco

    Wealth AdvisorCRD 6771535

Unlock 40 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 264

Active vs passive

$399M in ETFs

Passive

70%

$280M

Active

25%

$119M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$25.3M37,1916.33%
Unlock additional holdings →

Location

Primary office

Wesley Chapel, FL

Pasco

Location

Wesley Chapel, FL

Headquartered in Wesley Chapel, FL, in the South of the United States.

Region
South
County
Pasco
Address
2211 Ashley Oaks Cir
Time zone
ET (UTC-5)
Office locations

Similar firms

Altium Investment Strategies LLC

RIA

Wesley Chapel, FL

AUM $518MTEAM 8REPS 6

Bria Capital Group, LLC

RIA

Wesley Chapel, FL

AUM $155MTEAM 5REPS 3

Capital Wise Advisory

RIA

Wesley Chapel, FL

AUM $4MTEAM 1REPS 1

The Praedium Group LLC

RIA

Boca Raton, FL

AUM $1.7BTEAM 10REPS 3

RK Capital Management, LLC

RIA

Weston, FL

AUM $1.7BTEAM 9REPS 2

Wexford Capital LP

RIA

West Palm Beach, FL

AUM $1.7BTEAM 39REPS 7
More RIAs in Wesley Chapel →All Florida RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth