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.
SEC-registered adviser
Accurate Wealth Management, LLC
Latest filing Jul 31, 2026
First filing on the tape Oct 9, 2019 · 41 filings
SEC status approved since Nov 6, 2019
RAUM
$1.7B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$1.7B individuals and HNW
Advisors
49
registered through the firm on IAPD
RAUM per advisor
$34.9M
derived; firm RAUM over IAPD count
Employees
47
47 advisory (5.B.1)
Offices
11
beyond the principal office
Private funds
0
reported on Schedule D
History
41 filings and snapshots on the tape
RAUM$1.7B as of Jul 31, 2026
Mar 10, 2020$155M then
HNW client RAUM$576M as of Jul 31, 2026
Mar 10, 2020$85.0M then
State-registered IARs (5.B.3)47 as of Jul 31, 2026
Mar 10, 20208 then
Employees (5.A)47 as of Jul 31, 2026
Mar 10, 20208 then
Private funds: no history
RAUM +49% over the last fiscal year+53% a year over threeIARs 41 to 47
Practice profile
derived from the filing of Jul 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $34.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 53derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.5MderivedHNW RAUM over HNW clients
- Average account
- $654,791derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 4.1derived12 offices incl. principal (1.F.5)
- RAUM growth, one year
- +49%derivedbetween the last two annual amendments
- Advisor growth, one year
- +15%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -13%derived
- Compensation
- percentage of assets, hourly, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisers, educational seminarsreportedItem 5.G
- Wrap fee program
- $1.6BreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$1.1B66%
- High-net-worth individuals$576M34%
- Individual clients
- 2,219reported
- HNW clients
- 393reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 2,612reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourly, performancereported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=38.0derived
Advisors registered through the firm
45 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Konstantinos Gotsis | Wesley Chapel, Fl | Nov 8, 2018 | 30 y | 3 |
| Paul James O'Grady | Tampa, Fl | Nov 8, 2018 | 25 y | 3 |
| Gregg Arthur Guinta | Wesley Chapel, Fl | Jul 12, 2019 | 20 y | 4 |
| Robert B ScottChartered Financial Consultant | Brentwood, Tn | Aug 29, 2019 | 36 y | 3 |
| Trevor T TaylorCertified Financial Planner | Sarasota, Fl | Sep 4, 2019 | 18 y | 5 |
| Elizabeth C Bertelsen | Wesley Chapel, Fl | Sep 4, 2019 | 32 y | 5 |
| Bryan Joseph Hamer | Wesley Chapel, Fl | Nov 21, 2019 | 10 y | 0 |
| Brian Matthew GrecoCertified Financial Planner | Wesley Chapel, Fl | Dec 26, 2019 | 11 y | 0 |
| Matthew John Zanardo | Trego, Wi | Aug 11, 2020 | 22 y | 2 |
| Michael Francis Sinicola | Wesley Chapel, Fl | Sep 8, 2020 | 11 y | 0 |
| Jonathan David HowardCertified Financial Planner | Lakewood Ranch, Fl | Sep 15, 2021 | 9 y | 1 |
| Carolyn Butler HowardCertified Financial Planner | Sarasota, Fl | Oct 27, 2021 | 29 y | 5 |
| Mathew Waymire | Wesley Chapel, Fl | Mar 8, 2022 | 26 y | 1 |
| Robert Vincenzo Leone | Wesley Chapel, Fl | Oct 5, 2022 | 23 y | 0 |
| Brian Stephen George | Wesley Chapel, Fl | Feb 6, 2023 | 18 y | 5 |
| David Goldin | Wesley Chapel, Fl | May 26, 2023 | 10 y | 0 |
| John Joseph Ditrani | Wesley Chapel, Fl | Jun 6, 2023 | 15 y | 3 |
| Adam Robert Leone | Wesley Chapel, Fl | Sep 28, 2023 | 11 y | 0 |
| William Joseph Cooper | Tampa, Fl | Sep 29, 2023 | 24 y | 9 |
| Meredith Baker Freeman | Sarasota, Fl | Nov 2, 2023 | 24 y | 2 |
| Griffin Joseph Guinta | Wesley Chapel, Fl | Feb 16, 2024 | 10 y | 0 |
| Grayson Goulet | Wesley Chapel, Fl | Mar 21, 2024 | 12 y | 1 |
| Gerard Eugene Clark | Wesley Chapel, Fl | Apr 19, 2024 | 27 y | 4 |
| Ross David Taylor | Sarasota, Fl | Jun 12, 2024 | 14 y | 4 |
| Nathan Campbell HelmsCertified Financial Planner | Saint Petersburg, Fl | Jun 20, 2024 | 19 y | 3 |
| Kyle M LonsingerCertified Financial Planner | Wesley Chapel, Fl | Jun 20, 2024 | 13 y | 6 |
| Kenneth Joseph Mcguire | Wesley Chapel, Fl | Jul 16, 2024 | 26 y | 6 |
| Claudiu A. Barbos | Wesley Chapel, Fl | Aug 14, 2024 | 27 y | 2 |
| Roger Clayton Davis | Wesley Chapel, Fl | Jan 2, 2025 | 30 y | 5 |
| Maddison R Long | Wesley Chapel, Fl | Jan 2, 2025 | 13 y | 0 |
| Samantha Renee Gyeszat | Sarasota, Fl | Jan 15, 2025 | 14 y | 2 |
| Daniel James MarkeseCertified Financial Planner | Wesley Chapel, Fl | Jan 15, 2025 | 20 y | 3 |
| Ricky Black | Zephyrhills, Fl | Jan 17, 2025 | 42 y | 2 |
| Tyler Jeffrey Storment | Wesley Chapel, Fl | Jul 1, 2025 | 11 y | 1 |
| Maxwell T Azzarelli | Wesley Chapel, Fl | Jul 14, 2025 | 11 y | 0 |
| Dawn Annette Steinert | Osprey, Fl | Aug 1, 2025 | 11 y | 2 |
| Patricia Michelleheaton ParkerCertified Financial Planner | Wesley Chapel, Fl | Aug 7, 2025 | 28 y | 7 |
| Derek Allen Wilkes | Wesley Chapel, Fl | Sep 2, 2025 | 18 y | 4 |
| Brandon J Cromer | Wesley Chapel, Fl | Dec 2, 2025 | 21 y | 3 |
| Patricia Hagan May | Wesley Chapel, Fl | Dec 26, 2025 | 24 y | 4 |
Advisor movement
3 left, 8 joined in 12 months
net +5 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 6.1% of current headcount5 left over 36 months
Left, latest
- Patricia Morgenthal Breeze to Meridian Wealth Management, LLCMar 16, 2026 · RIA to RIA
- Alexander Joseph Blackstone to PortfoliolabDec 31, 2025 · RIA to a state-registered adviser
- James Paul Ball to Simplicity WealthOct 31, 2025 · RIA to RIA
- Vincent Dedominicis to Wells Fargo AdvisorsJun 16, 2025 · RIA to wirehouse
- Silas Wieczorek to Raymond James & Associates, Inc.Jul 9, 2024 · RIA to affiliated broker-dealer or bank
- Jon R Lee to Tactive Advisors, LLCSep 7, 2022 · RIA to RIA
- John Helms to Sarasota Capital Strategies,Inc.Mar 16, 2022 · Other
- Julie Rae Abrams to Brookstone Capital Management LLCMay 12, 2020 · RIA to RIA
Joined, latest
- John David Walker Hill from J.P. Morgan Securities LLCJul 28, 2026 · Wirehouse to independent RIA
- James Eric Hutchby from Choreo, LLCApr 14, 2026 · RIA to RIA
- Rick Orin Helbing from Creativeone Wealth, LLCApr 3, 2026 · RIA to RIA
- Keith Brown Woomer from FartherMar 31, 2026 · RIA to RIA
- Eric Thomas Ling from B. Riley Wealth Advisors, Inc.Jan 2, 2026 · Affiliated broker-dealer or bank to independent RIA
- Patricia Hagan May from Raymond James Financial Services Advisors, IncDec 26, 2025 · Affiliated broker-dealer or bank to independent RIA
- Brandon J Cromer from Ashton Thomas Private WealthDec 2, 2025 · RIA to RIA
- Claudiu A. Barbos from Ashton Thomas Securities, LLCDec 1, 2025 · RIA to RIA
- Derek Allen Wilkes from Independent Financial PartnersSep 2, 2025 · Affiliated broker-dealer or bank to independent RIA
- Patricia Michelleheaton Parker from Xypn SapphireAug 7, 2025 · Other
- Dawn Annette Steinert from J. W. Cole Advisors, Inc.Aug 1, 2025 · Affiliated broker-dealer or bank to independent RIA
- Tyler Jeffrey Storment from Everstar Asset Management, LLCJul 1, 2025 · RIA to RIA
- Ricky Black from Lincoln InvestmentJan 17, 2025 · RIA to RIA
- Daniel James Markese from Truadvice LLCJan 15, 2025 · RIA to RIA
- Samantha Renee Gyeszat from Bison Wealth, LLCJan 15, 2025 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from LPL Financial LLCJun 24, 2024 · Land O Lakes, Fl
- 2 joined from Seacure Advisors LLCSep 20, 2021 · Sarasota, Fl
- 3 joined from Truadvice LLCMar 2, 2020 · Sarasota, Fl
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Eugene Patrick Harris · Chief Compliance Officercontrolsince 06/2021 · owns less than 5%
- Allen Derek Wilkes · Chief Compliance Officercontrolsince 08/2025 · owns less than 5%
- Konstantinos Gotsis · Membercontrolsince 01/2015 · owns 25% to 50% of Accurate Advisory Group, LLC
- Vincenzo Robert Leone · Membercontrolsince 01/2015 · owns 25% to 50% of Accurate Advisory Group, LLC
- James Paul O'Grady · Membercontrolsince 01/2015 · owns 25% to 50% of Accurate Advisory Group, LLC
- Arthur Gregg Guinta · Chief Operating Officersince 08/2019 · owns less than 5%
Entity owners
- Accurate Advisory Group, LLC · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Aag Capital, Inc.broker-dealern
- Accurate Advisory Group, LLCreal estatey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Wesley Chapel, Fl · principal | 49 | 8 | 1 | ||
| Sarasota, Fl | 6 | 0 | 0 | ||
| Tampa, Fl | 2 | 0 | 0 | ||
| Houston, Tx | 2 | 0 | 0 | ||
| Ridgewood, Nj | 2 | 0 | 0 | ||
| South Venice, Fl | 0 | 0 | 1 | ||
| Lexington, Ky | 0 | 0 | 1 | ||
| Glen Allen, Va | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- Wesley Chapel, FL7 employees
- Lexington, KY3 employees
- Trego, WI2 employees
- Sarasota, FL2 employees
- Sarasota, FL2 employees
- Venice, FL1 employees
- Tampa, FL1 employees
- Port Orchard, WA1 employees
- The Woodlands, TX1 employees
ADV anomalies
8 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 31, 2026O'GRADY, PAUL, JAMES (MEMBER) left Schedule A between the filings of 2022-03-28 and 2026-07-31peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jul 31, 2026WILKES, DEREK, ALLEN (CHIEF COMPLIANCE OFFICER) appeared on Schedule A between the filings of 2022-03-28 and 2026-07-31peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jul 31, 2026LEONE, ROBERT, VINCENZO (MEMBER) left Schedule A between the filings of 2022-03-28 and 2026-07-31peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jul 31, 2026GOTSIS, KONSTANTINOS (MEMBER) left Schedule A between the filings of 2022-03-28 and 2026-07-31peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jul 31, 2026HARRIS, PATRICK, EUGENE (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2022-03-28 and 2026-07-31peers: independent wealth managers, $1B to $5B (1,360)
- RAUM up 25 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $1,148,887,091 to $1,710,313,446 (+49.0%) between the annual amendments of 2025-03-26 and 2026-03-30; the peer median change was +17.0% (1297 comparable advisers, 92.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,297) · 92% percentile
- HNW share shiftChange between filings · filing Mar 30, 2026HNW share of RAUM moved from 58.0% to 34.0% between the annual amendments of 2025-03-26 and 2026-03-30peers: independent wealth managers, $1B to $5B (1,360)
- account count collapseChange between filings · filing Mar 30, 2026accounts (Item 5.F.2.f) moved from 5,363.0 to 2,612.0 (-51.0%) between the annual amendments of 2025-03-26 and 2026-03-30; the peer median change was +6.0% (1206 comparable advisers, 2.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,206) · 1.9% percentile
What changed
consecutive filings, newest first
- Accounts · 5,363 to 2,612Sep 18, 2025 to Mar 30, 2026
- Advisory employees · 41 to 47Sep 18, 2025 to Mar 30, 2026
- BD registered reps · 36 to 38Sep 18, 2025 to Mar 30, 2026
- HNW clients · 403 to 393Sep 18, 2025 to Mar 30, 2026
- Individual clients · 2,586 to 2,219Sep 18, 2025 to Mar 30, 2026
- Employees · 41 to 47Sep 18, 2025 to Mar 30, 2026
- Insurance-licensed employees · 2 to 3Sep 18, 2025 to Mar 30, 2026
- State-registered IARs · 41 to 47Sep 18, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.1B to $1.7BSep 18, 2025 to Mar 30, 2026
- HNW RAUM · $672M to $576MSep 18, 2025 to Mar 30, 2026
- Individual RAUM · $477M to $1.1BSep 18, 2025 to Mar 30, 2026
- RAUM · $1.1B to $1.7BSep 18, 2025 to Mar 30, 2026
- Accounts · 3,855 to 5,363Mar 1, 2025 to Mar 26, 2025
- Advisory employees · 28 to 41Mar 1, 2025 to Mar 26, 2025
- Advisory activities · 3 to 4Mar 1, 2025 to Mar 26, 2025
- BD registered reps · 21 to 36Mar 1, 2025 to Mar 26, 2025
- HNW clients · 159 to 403Mar 1, 2025 to Mar 26, 2025
- Individual clients · 1,542 to 2,586Mar 1, 2025 to Mar 26, 2025
- Employees · 38 to 41Mar 1, 2025 to Mar 26, 2025
- Insurance-licensed employees · 1 to 2Mar 1, 2025 to Mar 26, 2025
- Financial planning clients · 1-10 to 101-250Mar 1, 2025 to Mar 26, 2025
- State-registered IARs · 25 to 41Mar 1, 2025 to Mar 26, 2025
- Other offices · 10 to 11Mar 1, 2025 to Mar 26, 2025
- Discretionary RAUM · $780M to $1.1BMar 1, 2025 to Mar 26, 2025
- HNW RAUM · $349M to $672MMar 1, 2025 to Mar 26, 2025
- Individual RAUM · $431M to $477MMar 1, 2025 to Mar 26, 2025
- RAUM · $780M to $1.1BMar 1, 2025 to Mar 26, 2025
- Related adviser · false to trueMar 1, 2025 to Mar 26, 2025
- Accounts · 2,992 to 3,855Oct 6, 2023 to Mar 26, 2024
- Corporate clients · 27.0 to unsetOct 6, 2023 to Mar 26, 2024
- HNW clients · 146 to 159Oct 6, 2023 to Mar 26, 2024
- Individual clients · 2,814 to 1,542Oct 6, 2023 to Mar 26, 2024
- Pension plan clients · unset to 0.0Oct 6, 2023 to Mar 26, 2024
- Discretionary RAUM · $473M to $780MOct 6, 2023 to Mar 26, 2024
- HNW RAUM · $218M to $349MOct 6, 2023 to Mar 26, 2024
- Individual RAUM · $239M to $431MOct 6, 2023 to Mar 26, 2024
- Pension RAUM · 221200.0 to unsetOct 6, 2023 to Mar 26, 2024
- RAUM · $473M to $780MOct 6, 2023 to Mar 26, 2024
- Wrap assets (manager) · $387M to $0Oct 6, 2023 to Mar 26, 2024
- Wrap assets (sponsor) · $387M to $0Oct 6, 2023 to Mar 26, 2024
Signals
16 dated events
- Jessica A Cervinka no longer registered at Accurate Wealth Management, Llc; no later IA registration on IAPDMay 29, 2026 · Advisor departure · fact
- Accurate Wealth Management, Llc reported RAUM $1.7B, up 49% from $1.1B (2025-09-18 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Patricia Morgenthal Breeze left Accurate Wealth Management, Llc for Meridian Wealth Management, Llc (registered 2026-03-16)Mar 16, 2026 · Advisor changed firm · fact
- Alexander Joseph Blackstone left Accurate Wealth Management, Llc for Portfoliolab (registered 2026-02-20)Dec 31, 2025 · Advisor changed firm · fact
- James Paul Ball left Accurate Wealth Management, Llc for Simplicity Wealth (registered 2025-11-12)Oct 31, 2025 · Advisor changed firm · fact
- Vincent Dedominicis left Accurate Wealth Management, Llc for Wells Fargo Advisors (registered 2025-07-22)Jun 16, 2025 · Advisor changed firm · fact
- Accurate Wealth Management, Llc reported RAUM $1.1B, up 47% from $780.5M (2025-03-01 to 2025-03-26)Mar 26, 2025 · RAUM change · derived
- Accurate Wealth Management, Llc reported 41 state-registered advisory representatives, up from 25 (2025-03-01 to 2025-03-26)Mar 26, 2025 · Advisor headcount change · derived
- Silas Wieczorek left Accurate Wealth Management, Llc for Raymond James & Associates, Inc. (registered 2025-06-05)Jul 9, 2024 · Advisor changed firm · fact
- 2 advisors left LPL Financial LLC (Land O Lakes, FL) for Accurate Wealth Management, LLC within 4 daysJun 24, 2024 · Team lift-out · derived
- Accurate Wealth Management, Llc reported RAUM $780.5M, up 65% from $473.4M (2023-10-06 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- Jon R Lee left Accurate Wealth Management, Llc for Tactive Advisors, Llc (registered 2025-01-23)Sep 7, 2022 · Advisor changed firm · fact
- John Helms left Accurate Wealth Management, Llc for Sarasota Capital Strategies,Inc. (registered 2025-07-03)Mar 16, 2022 · Advisor changed firm · fact
- Accurate Wealth Management, Llc reported RAUM $321.2M, up 48% from $216.7M (2021-04-05 to 2021-07-27)Jul 27, 2021 · RAUM change · derived
- Eugene Patrick Harris (Chief Compliance Officer) appeared on Schedule A of Accurate Wealth Management, LlcJul 27, 2021 · Control person joined · fact
- Accurate Wealth Management, Llc filed its initial SEC registration (Form ADV)Oct 9, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 201-612-6626reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 360-594-5597reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 508-775-1700reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- accurateadvisorygroup.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 813-994-0984reportedpublic record, Form ADV, Jul 31, 2026
- Team page
- accurateadvisory.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $34.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026