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.
Konstantinos Gotsis
- Title
- Partner & CEOreportedaccurateadvisory.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Accurate Wealth Management, LLC independent RIA currentsince Nov 8, 2018 · Wesley Chapel, Fl
- Truadvice LLC formerMar 16, 2018 to Mar 2, 2020 · Wesley Chapel, Fl
- Accurate Wealth Management, LLC unclassifiedFeb 10, 2015 to May 11, 2015 · West Chappel, Fl
- Global Financial Private Capital, Inc. formerAug 9, 2013 to Mar 29, 2018 · Wesley Chapel, Fl
- Truadvice LLC to Accurate Wealth Management, LLCleft Mar 2, 2020, registered Nov 8, 2018 (-480 days) · RIA to RIA · moved with a team
- Global Financial Private Capital, Inc. to Accurate Wealth Management, LLCleft Mar 29, 2018, registered Feb 10, 2015 (-1143 days) · Other · moved with a team
- Accurate Wealth Management, LLC to Truadvice LLCleft May 11, 2015, registered Mar 16, 2018 (1040 days) · Other · moved with a team
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address