Claim Profile
GG

Gregg Arthur Guinta

ACCURATE WEALTH MANAGEMENT, LLC·WESLEY CHAPEL, Florida
Unclaimed Profile
2211 ASHLEY OAKS CIRCLE, WESLEY CHAPEL, FL 33544CRD# 3187502Firm CRD# 298137
01

About

Gregg Arthur Guinta is a registered financial advisor based in WESLEY CHAPEL, Florida, affiliated with ACCURATE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC
AUM
$780M
Regulatory assets under management
Employees
38
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 3187502
Firm CRD# 298137
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WESLEY CHAPEL?

Browse all registered financial advisors in WESLEY CHAPEL, Florida or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Gregg Arthur Guinta offer?
Gregg Arthur Guinta specializes in Financial Planning, Investment Management. Contact their office in WESLEY CHAPEL, Florida for a consultation.
What are Gregg Arthur Guinta's credentials?
Gregg Arthur Guinta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregg Arthur Guinta located?
Gregg Arthur Guinta is based in WESLEY CHAPEL, Florida, working with ACCURATE WEALTH MANAGEMENT, LLC. Their office serves clients in the WESLEY CHAPEL metropolitan area and surrounding communities.
How does Gregg Arthur Guinta charge for services?
Gregg Arthur Guinta's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCURATE WEALTH MANAGEMENT, LLC?
ACCURATE WEALTH MANAGEMENT, LLC has approximately 38 employees and manages $780M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty