Accurate Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Accurate Wealth Management reports 2,612 clients. They include 2,219 individual clients and 393 high-net-worth individuals. Of its assets, 100.0% ($1.71B across 2,612 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $1.6B.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 66% |
| High-net-worth individuals | 15% | 34% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,219 | $1.13B | 66.3% | $511K |
| High-net-worth individuals | 393 | $576M | 33.7% | $1.47M |
| Total | 2,612 | $1.71B | 100% | $655K |
- Clients
- 2,219
- Regulatory AUM
- $1.13B
- AUM share
- 66.3%
- Avg. per client
- $511K
- Clients
- 393
- Regulatory AUM
- $576M
- AUM share
- 33.7%
- Avg. per client
- $1.47M
Total
- Clients
- 2,612
- Regulatory AUM
- $1.71B
- AUM share
- 100%
- Avg. per client
- $655K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Accurate Wealth Management charges up to 2.50% a year for its Asset management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is a fixed fee of $1,000 to $100,000, negotiable, or an hourly fee of $250.
Accurate Advisory Group, LLC owns 75% or more of Accurate Wealth Management and is in turn owned by Konstantinos Gotsis (25–50%), Paul O'Grady (25–50%) and Robert Leone (25–50%). The leadership team of Accurate Wealth Management includes Chief Operating Officer Gregg Guinta. It has 47 employees.
Leadership
- Gregg GuintaChief Operating Officer
- Derek WilkesChief
Investment adviser representatives
49 representatives listed in the SEC register as of 9 October 2026.
- Maxwell T Azzarelli
- Claudiu A. Barbos
- Elizabeth C Bertelsen
- Ricky Black
- Gerard Eugene Clark JR
- William Joseph Cooper
- Brandon J Cromer
- Roger Clayton Davis
- John Joseph Ditrani
- Meredith Baker Freeman III
- Brian Stephen George
- David Goldin
- Daniel Coral Goodwin
- Konstantinos Gotsis
- Grayson Goulet
- Brian Matthew Greco
- Gregg Arthur Guinta
- Griffin Joseph Guinta
- Samantha Renee Gyeszat
- Bryan Joseph Hamer
- Rick Orin Helbing
- Nathan Campbell Helms
- John David Walker Hill
- Carolyn Butler Howard
- Jonathan David Howard
- James Eric Hutchby
- Amber Lee Koenig
- Adam Robert Leone
- Robert Vincenzo Leone
- Eric Thomas Ling
- Maddison R Long
- Kyle M Lonsinger
- Daniel James Markese
- Patricia Hagan May
- Kenneth Joseph McGuire
- Paul James O'Grady
- Patricia MichelleHeaton Parker
- Sean Collin Rhodes
- Charles Alden Roe IV
- Robert B Scott
- Michael Francis Sinicola
- Dawn Annette Steinert
- Tyler Jeffrey Storment
- Ross David Taylor
- Trevor T Taylor
- Mathew Waymire
- Derek Allen Wilkes
- Keith Brown Woomer
- Matthew John Zanardo
Staff
- 47 employees
- 47 in advisory functions
- 47 state-registered reps
- 38 broker-dealer reps
- 41 insurance agents
- 2 soliciting firms
- Owns 75% or more of Accurate Wealth Management, LLC
Accurate Advisory Group, LLC
Control person · since January 2015
- Owns 25% to 50% of Accurate Advisory Group, LLC
Konstantinos Gotsis
Control person · since January 2015
- Owns 25% to 50% of Accurate Advisory Group, LLC
Paul O'Grady
Control person · since January 2015
- Owns 25% to 50% of Accurate Advisory Group, LLC
Robert Leone
Control person · since January 2015
Accurate Wealth Management’s regulatory assets grew 5.3× from $321M (July 2021) to $1.71B (July 2026); clients rose from 2,091 to 2,612 and employees from 22 to 47.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $1.71B | 2,612 | 47 | 12 |
| March 2025 | $1.15B | 2,989 | 41 | 12 |
| March 2024 | $780M | 1,701 | 38 | 11 |
| July 2023 | $473M | 2,987 | 38 | 11 |
| April 2022 | $413M | 1,529 | 19 | 7 |
| July 2021 | $321M | 2,091 | 22 | 7 |
Besides its headquarters, Accurate Wealth Management has 11 offices, with 12 listed addresses across 8 states.
Florida · 4 listed addresses
- 2211 Ashley Oaks Circle, Wesley ChapelHQ
- 783 S. Orange Ave., Sarasota
- 13915 Carrollwood Village Run, Tampa
- 2211 Ashley Oaks Circle, Wesley Chapel
Texas · 2 listed addresses
- 2950 North Loop West, Houston
- 25511 Budde Road, The Woodlands
Arkansas · 1 listed address
- 111 Main Street, Lake Village
Kentucky · 1 listed address
- 219 E High St, Lexington
Massachusetts · 1 listed address
- 349 Main Street, West Yarmouth
New Jersey · 1 listed address
- 1156 East Ridgewood Avenue, Ridgewood
Washington · 1 listed address
- 104 Tremont Street, Port Orchard
Wisconsin · 1 listed address
- W 5639 Oak Hill Road, Trego
Other business names
Accurate Wealth Management has reported 5 other business names to the SEC.
- Accurate Wealth Management, LLC
- Innova Wealth
- Northland Retirement Group
- Provident Wealth Management, LLC
- Rhodes Capital Management, Inc
Contact and registration details
- Legal name
- Accurate Wealth Management, LLC
- Headquarters
- 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
- Website
- northlandretirement.com
- Phone
- 813-994-0984
- SEC file
- 801-117600
- Structure
- Florida LLC
- Fiscal year end
- December
Accurate Wealth Management uses Charles Schwab ($670M, 85%) and Fidelity ($119M, 15%) as custodians for its separately managed accounts. Accurate Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $670M85%
- FidelityFidelity Brokerage Services LLC · Boston, MA · $119M15%
At year end, Accurate Wealth Management’s separately managed accounts were largely in funds (31%) and stocks (30%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.05B across 576 positions; the largest are Nvidia Corporation (5.0%), Apple Inc. (4.0%) and First TR Exchange-traded FD (3.3%).
What the accounts hold
- Stocks30%
- Funds31%
- Bonds30%
- High-yield corporate bonds15%
- U.S. government and agency bonds12%
- State and local bonds1%
- Sovereign bonds1%
- Investment grade corporate bonds1%
- Cash7%
- Other2%
- Derivatives1%
- Unrated structured notes issued by banks with investment grade ratings1%
Reported 13F holdings
- $1.05B
- Reported 13F value
- 576
- Positions
- 25.5%
- In the 10 largest
- +26.2%
- Value vs. prior quarter
- Nvidia Corporation5.0%
- Apple Inc.4.0%
- First TR Exchange-traded FD · First TR Enh New3.3%
- State Str SPDR S&P 500 ETF T · TR Unit2.9%
- Procter & Gamble CO2.6%
- Global X Fds · 1 3 MO T BI ET2.0%
- Microsoft Corp.1.6%
- Amazon Com Inc.1.5%
- Alphabet Inc. · Cap Stk CL A1.3%
- iShares TR · Core MSCI Eafe1.3%
Together, the ten largest are 25.5% of reported value.
How many clients does Accurate Wealth Management have?
Accurate Wealth Management has 2,612 clients and manages $1.71 billion for them, as of July 2026. They include 2,219 individual clients and 393 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 July 2026
What services does Accurate Wealth Management offer?
Accurate Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Accurate Wealth Management charge?
Accurate Wealth Management charges up to 2.50% a year for its Asset management. The fee is billed in advance and is negotiable.
Which custodians does Accurate Wealth Management use?
Accurate Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $670M and Fidelity Brokerage Services LLC (Boston, MA), with $119M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 July 2026
How many financial advisors does Accurate Wealth Management have?
Accurate Wealth Management has 47 investment adviser representatives registered with state securities authorities, out of 47 employees, and 47 perform investment advisory functions. 38 employees are registered representatives of a broker-dealer and 41 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Accurate Wealth Management invest in?
At the end of its last fiscal year, Accurate Wealth Management’s separately managed accounts held 31% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities, 15% high-yield corporate bonds, 12% U.S. government and agency bonds, 7% cash and equivalents, 1% state and local bonds, 1% sovereign bonds, 1% investment grade corporate bonds, 1% derivatives and 1% other. The 1% other category is described as: Unrated Structured Notes Issued by Banks With Investment Grade Ratings.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Accurate Wealth Management?
Accurate Wealth Management is owned through a holding company by Konstantinos Gotsis, Paul O'Grady and Robert Leone. Its direct owner is Accurate Advisory Group, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 July 2026
How does Accurate Wealth Management get paid?
Accurate Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Accurate Wealth Management?
Accurate Wealth Management’s main office is at 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544. Its phone number is 813-994-0984. Its website is northlandretirement.com.