Amber Lee Koenig

Employer firm

Accurate Wealth Management, LLC CRD 298137

$1.71B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2018 → 05/2020
  Fort Bend Isd
  Richmond, TX
• 07/2020 → 05/2022
  Keller Williams Southwest
  Sugar Land, TX
• 06/2022 → 12/2023
  Innova Wealth Llc
  Houston, TX
• 01/2024 → Present
  Innova Wealth, Llc
  Houston, TX
• 10/2015 → 09/2016
  Integrity Tire & Auto
  Richmond, TX
• 10/2016 → 07/2018
  N/A
  Richmond, TX
• 06/2021 → 12/2023
  Accurate Wealth Management
  Houston, TX
• 01/2024 → Present
  Accurate Wealth Management
  Houston, TX

Other Businesses

Innova Wealth LLC - Investment related - 2950 North Loop West, Suite 1200, Houston, TX 77092 - Investment advisory firm - Operations Manager - Full time employee - 1/1/2024 - 160 hours per month - 7.5 hours per day during trading hours - customer service, new client onboarding, transfer of accounts, withdrawals/distributions, marketing, processing client-related paperwork.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-14

Other Names

• Amber L Harrover