Accurate Wealth Management, Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 2,612
- Avg AUM / client
- $655K
- Accounts
- 2,612
- Employees
- 47
AUM over time
Annual snapshots from Form ADV filings · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,219 | $1.1B | 66.3% |
| High net worth individuals | 393 | $576M | 33.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Health Insurance Associates 401(k) Plan Health Insurance Associates Llc | 2024 |
People (49)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Konstantinos Gotsis | Member | Jan 2015 (12y) | ≈ 18.75% – 50% via Accurate Advisory Group, Llc | |
| Paul James O'grady | Member | Jan 2015 (12y) | ≈ 18.75% – 50% via Accurate Advisory Group, Llc | |
| Robert Vincenzo Leone | Member | Jan 2015 (12y) | ≈ 18.75% – 50% via Accurate Advisory Group, Llc | |
| Gregg Arthur Guinta | Chief Operating Officer | Jul 2019 (7y) | Less than 5% | |
| Harris, Patrick, Eugene | Chief Compliance Officer | Jun 2021 (5y) | Less than 5% | |
| Robert B Scott | Registered representative | Chartered Financial Consultant | Aug 2019 (7y) | |
| Elizabeth C Bertelsen | Registered representative | Sep 2019 (7y) | ||
| Trevor T Taylor | Registered representative | CFP | Sep 2019 (7y) | |
| Bryan Joseph Hamer | Registered representative | Nov 2019 (7y) | ||
| Brian Matthew Greco | Registered representative | CFP | Dec 2019 (7y) | |
| Matthew John Zanardo | Registered representative | Aug 2020 (6y) | ||
| Michael Francis Sinicola | Registered representative | Sep 2020 (6y) | ||
| Jonathan David Howard | Registered representative | CFP | Sep 2021 (5y) | |
| Carolyn Butler Howard | Registered representative | CFP | Oct 2021 (5y) | |
| Mathew Waymire | Registered representative | Mar 2022 (4y) | ||
| Sean Collin Rhodes | Registered representative | Jun 2022 (4y) | ||
| Daniel Coral Goodwin | Registered representative | Nov 2022 (4y) | ||
| Brian Stephen George | Registered representative | Feb 2023 (3y) | ||
| David Goldin | Registered representative | May 2023 (3y) | ||
| John Joseph Ditrani | Registered representative | Jun 2023 (3y) | ||
| Adam Robert Leone | Registered representative | Sep 2023 (3y) | ||
| William Joseph Cooper | Registered representative | Sep 2023 (3y) | ||
| Meredith Baker Freeman | Registered representative | Nov 2023 (3y) | ||
| Griffin Joseph Guinta | Registered representative | Feb 2024 (2y) | ||
| Grayson Goulet | Registered representative | Mar 2024 (2y) | ||
| Gerard Eugene Clark | Registered representative | Apr 2024 (2y) | ||
| Ross David Taylor | Registered representative | Jun 2024 (2y) | ||
| Kyle M Lonsinger | Registered representative | CFP | Jun 2024 (2y) | |
| Nathan Campbell Helms | Registered representative | CFP | Jun 2024 (2y) | |
| Kenneth Joseph Mcguire | Registered representative | Jul 2024 (2y) | ||
| Maddison R Long | Registered representative | Jan 2025 (2y) | ||
| Roger Clayton Davis | Registered representative | Jan 2025 (2y) | ||
| Daniel James Markese | Registered representative | CFP | Jan 2025 (2y) | |
| Samantha Renee Gyeszat | Registered representative | Jan 2025 (2y) | ||
| Ricky Black | Registered representative | Jan 2025 (2y) | ||
| Amber Lee Koenig | Registered representative | Mar 2025 (1y) | ||
| Charles Alden Roe | Registered representative | Mar 2025 (1y) | ||
| Tyler Jeffrey Storment | Registered representative | Jul 2025 (1y) | ||
| Maxwell T Azzarelli | Registered representative | Jul 2025 (1y) | ||
| Dawn Annette Steinert | Registered representative | Aug 2025 (1y) | ||
| Patricia Michelle Heaton Parker | Registered representative | CFP | Aug 2025 (1y) | |
| Derek Allen Wilkes | Registered representative | Sep 2025 (1y) | ||
| Claudiu A. Barbos | Registered representative | Dec 2025 (1y) | ||
| Brandon J Cromer | Registered representative | Dec 2025 (1y) | ||
| Patricia Hagan May | Registered representative | Dec 2025 (1y) | ||
| Eric Thomas Ling | Registered representative | CFP | Jan 2026 (1y) | |
| Keith Brown Woomer | Registered representative | Mar 2026 (0y) | ||
| Rick Orin Helbing | Registered representative | CFP Chartered Financial Consultant | Apr 2026 (0y) | |
| James Eric Hutchby | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Accurate Advisory Group, Llc | Managing Member | Jan 2015 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Konstantinos Gotsis: 25% – 50% of Accurate Advisory Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Paul James O'grady: 25% – 50% of Accurate Advisory Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Robert Vincenzo Leone: 25% – 50% of Accurate Advisory Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Health Insurance Associates 401(k) Plan | Health Insurance Associates Llc | 989 | $3.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: 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. Status: Final Sanction Detail: NA Summary: THE ADVISER SUBMITTED THE RESPONSE LETTER TO THE SEC ON TIME AND PROVIDED A DESCRIPTION OF THE CORRECTIVE ACTION TAKEN TO ADDRESS EACH FINDING.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $670M (39% of AUM) Jul 2026
- Fidelity Brokerage Services $119M (7% of AUM) Jul 2026
- National Financial Services (Fidelity) $72.8M (15% of AUM) Oct 2023
- SEI Private Trust $25.1M (5% of AUM) Oct 2023
- Interactive Brokers $17.7K (0% of AUM) Apr 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗