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ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC
WESLEY CHAPEL, Florida
·
1 registered advisor
·
CRD# 298137
SEC# 801-117600
10
813-994-0984
01
Firm Overview
AUM
$780M
Regulatory assets under management
Employees
38
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at ACCURATE WEALTH MANAGEMENT, LLC
1 registered advisor
Gregg Arthur Guinta
WESLEY CHAPEL, Florida
CRD# 3187502
05
Office Locations
WESLEY CHAPEL, Florida
1 advisor
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Data sourced from SEC Form ADV filings. ACCURATE WEALTH MANAGEMENT, LLC (CRD# 298137) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.