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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

ACCURATE WEALTH MANAGEMENT, LLC

CRD 298137

WESLEY CHAPEL, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:166ef705-e5f0-2775-1460-37f853b84ecb

Data as of Jul 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 65
Dated events: 16
On other graphs: 0
Observed: Oct 9, 2019 to Jul 31, 2026
41 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=38.0
Regulatory AUM: $1.7BItem 5.F on the latest filing (2026-07-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
Private client RAUM: $1.7BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 49
RAUM per advisor: $34.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 47
Advisory employees: 47
Offices: 11Schedule D 1.F, beyond the principal office
Accounts: 2,612
Individual clients: 2,219
High net worth clients: 393
SEC number: 801-117600
CRD: 298137
Filings on the tape: 41
First filed: Oct 9, 2019
Latest filed: Jul 31, 2026
Organised: Limited Liability Company, FL
Website: providentwealthllc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 45

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KONSTANTINOS GOTSIS	n/a	WESLEY CHAPEL, FL	7	30	3	yes
PAUL JAMES O'GRADY	n/a	Tampa, FL \| WESLEY CHAPEL, FL	7	25	3	yes
Gregg Arthur Guinta	n/a	WESLEY CHAPEL, FL \| Aventura, FL	7	20	4	yes
ROBERT B SCOTT	Chartered Financial Consultant	Brentwood, TN \| WESLEY CHAPEL, FL	7	36	3	yes
ELIZABETH C BERTELSEN	n/a	WESLEY CHAPEL, FL \| SARASOTA, FL	7	32	5	no
Trevor T Taylor	Certified Financial Planner	Sarasota, FL \| WESLEY CHAPEL, FL	7	18	5	no
BRYAN JOSEPH HAMER	n/a	WESLEY CHAPEL, FL	6	10	n/a	yes
BRIAN MATTHEW GRECO	Certified Financial Planner	WESLEY CHAPEL, FL	6	11	n/a	yes
MATTHEW JOHN ZANARDO	n/a	Trego, WI \| WESLEY CHAPEL, FL	6	22	2	yes
MICHAEL FRANCIS SINICOLA	n/a	WESLEY CHAPEL, FL	6	11	n/a	yes
JONATHAN DAVID HOWARD	Certified Financial Planner	Lakewood Ranch, FL \| WESLEY CHAPEL, FL	5	9	1	yes
CAROLYN BUTLER HOWARD	Certified Financial Planner	Sarasota, FL \| WESLEY CHAPEL, FL	4	29	5	no
MATHEW WAYMIRE	n/a	WESLEY CHAPEL, FL	4	26	1	yes
ROBERT VINCENZO LEONE	n/a	WESLEY CHAPEL, FL	3	23	n/a	yes
Brian Stephen George	n/a	WESLEY CHAPEL, FL \| Port Orchard, WA	3	18	5	yes
David Goldin	n/a	Wesley Chapel, FL \| WESLEY CHAPEL, FL	3	10	n/a	yes
JOHN Joseph DITRANI	n/a	WESLEY CHAPEL, FL	3	15	3	no
Adam Robert Leone	n/a	WESLEY CHAPEL, FL \| Wesley Chapel, FL	2	11	n/a	yes
WILLIAM JOSEPH COOPER	n/a	Tampa, FL \| WESLEY CHAPEL, FL	2	24	9	yes
MEREDITH BAKER FREEMAN	n/a	Sarasota, FL \| WESLEY CHAPEL, FL	2	24	2	yes
Griffin Joseph Guinta	n/a	WESLEY CHAPEL, FL \| Wesley Chapel, FL	2	10	n/a	no
Grayson Goulet	n/a	WESLEY CHAPEL, FL \| Ridgewood, NJ	2	12	1	yes
GERARD EUGENE CLARK	n/a	WESLEY CHAPEL, FL \| Ridgewood, NJ	2	27	4	yes
Ross David Taylor	n/a	Sarasota, FL \| WESLEY CHAPEL, FL	2	14	4	no
NATHAN CAMPBELL HELMS	Certified Financial Planner	Saint Petersburg, FL \| WESLEY CHAPEL, FL	2	19	3	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ACCURATE ADVISORY GROUP, LLC	MANAGING MEMBER	E	yes	01/2015	Jul 31, 2026	Jul 31, 2026
WILKES, DEREK, ALLEN	CHIEF COMPLIANCE OFFICER	Na	yes	08/2025	Jul 31, 2026	Jul 31, 2026
GOTSIS, KONSTANTINOS	Member	C	yes	01/2015	Oct 9, 2019	Mar 26, 2024
HARRIS, PATRICK, EUGENE	CHIEF COMPLIANCE OFFICER	Na	yes	06/2021	Jul 27, 2021	Mar 26, 2024
LEONE, ROBERT, VINCENZO	Member	C	yes	01/2015	Oct 9, 2019	Mar 26, 2024
O'GRADY, PAUL, JAMES	Member	C	yes	01/2015	Oct 9, 2019	Mar 26, 2024
Guinta, Gregg, Arthur	CHIEF OPERATING OFFICER	Na	no	08/2019	Jul 31, 2026	Jul 31, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AAG CAPITAL, INC.	n/a	n/a	n/a	N	yes	n/a
ACCURATE ADVISORY GROUP, LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
WESLEY CHAPEL	FL	United States	7	yes
Lexington	Ky	United States	3	yes
Sarasota	FL	United States	2	yes
Sarasota	FL	United States	2	yes
Trego	Wi	United States	2	yes
Tampa	FL	United States	1	yes
Venice	FL	United States	1	yes
THE WOODLANDS	TX	United States	1	yes
PORT ORCHARD	Wa	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$1.7B	$1.7B	47	47	11	n/a	n/a
2024	Mar 26, 2025	$1.1B	$1.1B	41	41	11	n/a	n/a
2023	Mar 26, 2024	$780M	$780M	38	28	10	n/a	n/a
2022	Mar 29, 2023	$473M	$473M	38	28	10	n/a	n/a
2021	Mar 28, 2022	$413M	$413M	19	18	6	n/a	n/a
2020	Mar 5, 2021	$217M	$217M	20	14	6	n/a	n/a
2019	Mar 10, 2020	$155M	$155M	8	8	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
8	3	5	6.1%	1	0	0	26	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.7B	$1.1B	48.9%	$473M	53.4%	47	41	11	11

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LPL FINANCIAL LLC	2	Jun 24, 2024	Jun 20, 2024	LAND O LAKES, FL	Team lift out	Ibd to RIA	0.0%
SEACURE ADVISORS LLC	2	Sep 20, 2021	Sep 15, 2021	SARASOTA, FL	Team lift out	Other	66.7%
TRUADVICE LLC	3	Mar 2, 2020	Jan 15, 2025	SARASOTA, FL	Team lift out	RIA to RIA	30.0%

Relationships

Registered with (58)

← JOHN DAVID WALKER HILLAdvisorregistration: current employment
Jul 28, 2026 to presentfactForm ADV
← JAMES ERIC HUTCHBYAdvisorregistration: current employment
Apr 14, 2026 to presentfactForm ADV
← RICK ORIN HELBINGAdvisorregistration: current employment
Apr 3, 2026 to presentfactForm ADV
← Keith Brown WoomerAdvisorregistration: current employment
Mar 31, 2026 to presentfactForm ADV
← ERIC THOMAS LINGAdvisorregistration: current employment
Jan 2, 2026 to presentfactForm ADV
← PATRICIA HAGAN MAYAdvisorregistration: current employment
Dec 26, 2025 to presentfactForm ADV
← BRANDON J CROMERAdvisorregistration: current employment
Dec 2, 2025 to presentfactForm ADV
← CLAUDIU A. BARBOSAdvisorregistration: current employment
Dec 1, 2025 to presentfactForm ADV
← DEREK ALLEN WILKESAdvisorregistration: current employment
Sep 2, 2025 to presentfactForm ADV
← Patricia MichelleHeaton ParkerAdvisorregistration: current employment
Aug 7, 2025 to presentfactForm ADV
← Dawn Annette SteinertAdvisorregistration: current employment
Aug 1, 2025 to presentfactForm ADV
← Maxwell T AzzarelliAdvisorregistration: current employment
Jul 14, 2025 to presentfactForm ADV
← Tyler Jeffrey StormentAdvisorregistration: current employment
Jul 1, 2025 to presentfactForm ADV
← CHARLES ALDEN ROEAdvisorregistration: current employment
Mar 25, 2025 to presentfactForm ADV
← Amber Lee KoenigAdvisorregistration: current employment
Mar 17, 2025 to presentfactForm ADV
← Ricky BlackAdvisorregistration: current employment
Jan 17, 2025 to presentfactForm ADV
← DANIEL JAMES MARKESEAdvisorregistration: current employment
Jan 15, 2025 to presentfactForm ADV
← Samantha Renee GyeszatAdvisorregistration: current employment
Jan 15, 2025 to presentfactForm ADV
← ROGER CLAYTON DAVISAdvisorregistration: current employment
Jan 2, 2025 to presentfactForm ADV
← Maddison R LONGAdvisorregistration: current employment
Jan 2, 2025 to presentfactForm ADV
← KENNETH JOSEPH MCGUIREAdvisorregistration: current employment
Jul 16, 2024 to presentfactForm ADV
← NATHAN CAMPBELL HELMSAdvisorregistration: current employment
Jun 20, 2024 to presentfactForm ADV
← Kyle M LonsingerAdvisorregistration: current employment
Jun 20, 2024 to presentfactForm ADV
← Ross David TaylorAdvisorregistration: current employment
Jun 12, 2024 to presentfactForm ADV
← GERARD EUGENE CLARKAdvisorregistration: current employment
Apr 19, 2024 to presentfactForm ADV
← Grayson GouletAdvisorregistration: current employment
Mar 21, 2024 to presentfactForm ADV
← Griffin Joseph GuintaAdvisorregistration: current employment
Feb 16, 2024 to presentfactForm ADV
← MEREDITH BAKER FREEMANAdvisorregistration: current employment
Nov 2, 2023 to presentfactForm ADV
← WILLIAM JOSEPH COOPERAdvisorregistration: current employment
Sep 29, 2023 to presentfactForm ADV
← Adam Robert LeoneAdvisorregistration: current employment
Sep 28, 2023 to presentfactForm ADV
and 28 more

Moved with (1)

← TRUADVICE LLCRegistered adviser3 advisors, team lift out, same day
Mar 2, 2020 to Jan 15, 2025factForm ADV

Controls (5)

← LEONE, ROBERT, VINCENZOOwnerMEMBER, ownership code C, individual
Oct 9, 2019 to Mar 26, 2024factForm ADV
← GOTSIS, KONSTANTINOSOwnerMEMBER, ownership code C, individual
Oct 9, 2019 to Mar 26, 2024factForm ADV
← HARRIS, PATRICK, EUGENEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 27, 2021 to Mar 26, 2024factForm ADV
← O'GRADY, PAUL, JAMESOwnerMEMBER, ownership code C, individual
Oct 9, 2019 to Mar 26, 2024factForm ADV
← ACCURATE ADVISORY GROUP, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 28, 2022 to Mar 26, 2024factForm ADV

Owns (1)

← Guinta, Gregg, ArthurOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Oct 9, 2019 to Mar 26, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 29, 2026
Advisor departed, no destination yet
Jessica A Cervinka no longer registered at Accurate Wealth Management, Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Mar 30, 2026
Regulatory AUM changed
Accurate Wealth Management, Llc reported RAUM $1.7B, up 49% from $1.1B (2025-09-18 to 2026-03-30)
Form ADVobserved 4 days ago
$561M
Occurred
Mar 16, 2026
Advisor changed firm
Patricia Morgenthal Breeze left Accurate Wealth Management, Llc for Meridian Wealth Management, Llc (registered 2026-03-16)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Alexander Joseph Blackstone left Accurate Wealth Management, Llc for Portfoliolab (registered 2026-02-20)
Form ADVobserved 4 days ago
Occurred
Oct 31, 2025
Advisor changed firm
James Paul Ball left Accurate Wealth Management, Llc for Simplicity Wealth (registered 2025-11-12)
Form ADVobserved 4 days ago
Occurred
Jun 16, 2025
Advisor changed firm
Vincent Dedominicis left Accurate Wealth Management, Llc for Wells Fargo Advisors (registered 2025-07-22)
Form ADVobserved 4 days ago
Occurred
Mar 26, 2025
Regulatory AUM changed
Accurate Wealth Management, Llc reported RAUM $1.1B, up 47% from $780.5M (2025-03-01 to 2025-03-26)
Form ADVobserved 4 days ago
$368M
Occurred
Jul 9, 2024
Advisor changed firm
Silas Wieczorek left Accurate Wealth Management, Llc for Raymond James & Associates, Inc. (registered 2025-06-05)
Form ADVobserved 4 days ago
Occurred
Jun 24, 2024
Team lift-out
2 advisors left LPL Financial LLC (Land O Lakes, FL) for Accurate Wealth Management, LLC within 4 days
Form ADVobserved 2 days ago
2 advisors
Occurred
Mar 26, 2024
Regulatory AUM changed
Accurate Wealth Management, Llc reported RAUM $780.5M, up 65% from $473.4M (2023-10-06 to 2024-03-26)
Form ADVobserved 4 days ago
$307M
Occurred
Sep 7, 2022
Advisor changed firm
Jon R Lee left Accurate Wealth Management, Llc for Tactive Advisors, Llc (registered 2025-01-23)
Form ADVobserved 4 days ago
Occurred
Mar 16, 2022
Advisor changed firm
John Helms left Accurate Wealth Management, Llc for Sarasota Capital Strategies,Inc. (registered 2025-07-03)
Form ADVobserved 4 days ago
Occurred
Jul 27, 2021
Regulatory AUM changed
Accurate Wealth Management, Llc reported RAUM $321.2M, up 48% from $216.7M (2021-04-05 to 2021-07-27)
Form ADVobserved 4 days ago
$105M
Occurred
Jul 27, 2021
Control person joined
Eugene Patrick Harris (Chief Compliance Officer) appeared on Schedule A of Accurate Wealth Management, Llc
Form ADVobserved 4 days ago
Occurred
Oct 9, 2019
First Form ADV filing
Accurate Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Mar 26, 2025
Accurate Wealth Management, Llc reported 41 state-registered advisory representatives, up from 25 (2025-03-01 to 2025-03-26)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:166ef705-e5f0-2775-1460-37f853b84ecb
First observed: Oct 9, 2019
Last observed: Jul 31, 2026 50 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ACCURATE WEALTH MANAGEMENT, LLC

CRD 298137

WESLEY CHAPEL, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:166ef705-e5f0-2775-1460-37f853b84ecb

Data as of Jul 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:15 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KONSTANTINOS GOTSIS

n/a

WESLEY CHAPEL, FL

yes

PAUL JAMES O'GRADY

n/a

Tampa, FL | WESLEY CHAPEL, FL

yes

Gregg Arthur Guinta

n/a

WESLEY CHAPEL, FL | Aventura, FL

yes

ROBERT B SCOTT

Chartered Financial Consultant

Brentwood, TN | WESLEY CHAPEL, FL

yes

ELIZABETH C BERTELSEN

n/a

WESLEY CHAPEL, FL | SARASOTA, FL

Trevor T Taylor

Certified Financial Planner

Sarasota, FL | WESLEY CHAPEL, FL

BRYAN JOSEPH HAMER

n/a

WESLEY CHAPEL, FL

n/a

yes

BRIAN MATTHEW GRECO

Certified Financial Planner

WESLEY CHAPEL, FL

n/a

yes

MATTHEW JOHN ZANARDO

n/a

Trego, WI | WESLEY CHAPEL, FL

yes

MICHAEL FRANCIS SINICOLA

n/a

WESLEY CHAPEL, FL

n/a

yes

JONATHAN DAVID HOWARD

Certified Financial Planner

Lakewood Ranch, FL | WESLEY CHAPEL, FL

yes

CAROLYN BUTLER HOWARD

Certified Financial Planner

Sarasota, FL | WESLEY CHAPEL, FL

MATHEW WAYMIRE

n/a

WESLEY CHAPEL, FL

yes

ROBERT VINCENZO LEONE

n/a

WESLEY CHAPEL, FL

n/a

yes

Brian Stephen George

n/a

WESLEY CHAPEL, FL | Port Orchard, WA

yes

David Goldin

n/a

Wesley Chapel, FL | WESLEY CHAPEL, FL

n/a

yes

JOHN Joseph DITRANI

n/a

WESLEY CHAPEL, FL

Adam Robert Leone

n/a

WESLEY CHAPEL, FL | Wesley Chapel, FL

n/a

yes

WILLIAM JOSEPH COOPER

n/a

Tampa, FL | WESLEY CHAPEL, FL

yes

MEREDITH BAKER FREEMAN

n/a

Sarasota, FL | WESLEY CHAPEL, FL

yes

Griffin Joseph Guinta

n/a

WESLEY CHAPEL, FL | Wesley Chapel, FL

n/a

Grayson Goulet

n/a

WESLEY CHAPEL, FL | Ridgewood, NJ

yes

GERARD EUGENE CLARK

n/a

WESLEY CHAPEL, FL | Ridgewood, NJ

yes

Ross David Taylor

n/a

Sarasota, FL | WESLEY CHAPEL, FL

NATHAN CAMPBELL HELMS

Certified Financial Planner

Saint Petersburg, FL | WESLEY CHAPEL, FL

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ACCURATE ADVISORY GROUP, LLC

MANAGING MEMBER

yes

01/2015

Jul 31, 2026

WILKES, DEREK, ALLEN

CHIEF COMPLIANCE OFFICER

yes

08/2025

Jul 31, 2026

GOTSIS, KONSTANTINOS

Member

yes

01/2015

Oct 9, 2019

Mar 26, 2024

HARRIS, PATRICK, EUGENE

CHIEF COMPLIANCE OFFICER

yes

06/2021

Jul 27, 2021

Mar 26, 2024

LEONE, ROBERT, VINCENZO

Member

yes

01/2015

Oct 9, 2019

Mar 26, 2024

O'GRADY, PAUL, JAMES

Member

yes

01/2015

Oct 9, 2019

Mar 26, 2024

Guinta, Gregg, Arthur

CHIEF OPERATING OFFICER

08/2019

Jul 31, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AAG CAPITAL, INC.

n/a

yes

n/a

ACCURATE ADVISORY GROUP, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

WESLEY CHAPEL

United States

yes

Lexington

United States

yes

Sarasota

United States

yes

Sarasota

United States

yes

Trego

United States

yes

Tampa

United States

yes

Venice

United States

yes

THE WOODLANDS

United States

yes

PORT ORCHARD

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$1.7B

n/a

2024

Mar 26, 2025

$1.1B

n/a

2023

Mar 26, 2024

$780M

n/a

2022

Mar 29, 2023

$473M

n/a

2021

Mar 28, 2022

$413M

n/a

2020

Mar 5, 2021

$217M

n/a

2019

Mar 10, 2020

$155M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

6.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.7B

$1.1B

48.9%

$473M

53.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

Jun 24, 2024

Jun 20, 2024

LAND O LAKES, FL

Team lift out

Ibd to RIA

0.0%

SEACURE ADVISORS LLC

Sep 20, 2021

Sep 15, 2021

SARASOTA, FL

Team lift out

Other

66.7%

TRUADVICE LLC

Mar 2, 2020

Jan 15, 2025

SARASOTA, FL

Team lift out

RIA to RIA

30.0%