DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Rick Orin Helbing

Accurate Wealth Management, LLCindependent RIAWesley Chapel, FlIA-onlyIAPD 1348165

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

Also filed as Rick O Helbing

At current firm

0 y

since Apr 3, 2026

In the industry

38 y

since Jun 1, 1988 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

n/a

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Accurate Wealth Management, LLC independent RIA current
since Apr 3, 2026 · Wesley Chapel, Fl
Creativeone Wealth, LLC independent RIA
Oct 29, 2020 to Apr 15, 2026 · Sarasota, Fl
Partnervest Advisory Services LLC former
Jan 7, 2016 to Nov 6, 2020 · Sarasota, Fl
Suncoast Advisory Group unclassified
Jul 8, 2010 to Mar 30, 2016 · Sarasota, Fl
Suncoast Advisory Group unclassified
Mar 16, 2006 to Jul 15, 2010 · Sarasota, Fl

Moves

a registration end followed by a registration begin elsewhere

Creativeone Wealth, LLC to Accurate Wealth Management, LLC
left Apr 15, 2026, registered Apr 3, 2026 (-12 days) · RIA to RIA
Partnervest Advisory Services LLC to Creativeone Wealth, LLC
left Nov 6, 2020, registered Oct 29, 2020 (-8 days) · corporate re-registration, not a move
Suncoast Advisory Group to Partnervest Advisory Services LLC
left Mar 30, 2016, registered Jan 7, 2016 (-83 days) · Other
Suncoast Advisory Group to Suncoast Advisory Group
left Jul 15, 2010, registered Jul 8, 2010 (-7 days) · Other

Signals

Rick Orin Helbing left Creativeone Wealth, Llc for Accurate Wealth Management, Llc (registered 2026-04-03)
Apr 15, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 38derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address