Best Investors Account Sign in
Inactive

Griffin Joseph Guinta

Accurate Wealth Management, LLC

Wesley Chapel, FL

Wesley Chapel, FL

CRD 7865028

Claim This Profile
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:

Current Employers
Accurate Wealth Management, Llc

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-16
  • FL RA
    APPROVED
    Since 2024-02-16

Branch Locations

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States

2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Accurate Wealth Management Wesley Chapel FL 10/2023 Present
Stay Flourish Bothell WA 10/2022 10/2023
Mighty Pursuit Mercer Lsland WA 11/2020 09/2022
Yellow Wood Academy Mercer Island WA 09/2016 09/2020
  • 10/2023 → Present
    Accurate Wealth Management
    Wesley Chapel, FL
  • 10/2022 → 10/2023
    Stay Flourish
    Bothell, WA
  • 11/2020 → 09/2022
    Mighty Pursuit
    Mercer Lsland, WA
  • 09/2016 → 09/2020
    Yellow Wood Academy
    Mercer Island, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-01
  • S65 Uniform Investment Adviser Law Examination
    2024-02-01

View on SEC IAPD

Nearby Firms

ALTIUM INVESTMENT STRATEGIES LLC
SINGER WEALTH ADVISORS LLC
BRIA CAPITAL GROUP, LLC

Nearby Investors

CLAUDIU A. BARBOS
JONATHAN DAVID HOWARD
BRANDON J CROMER

Nearby Offices

ALTIUM INVESTMENT STRATEGIES LLC · WESLEY CHAPEL, FL
SINGER WEALTH ADVISORS LLC · Wesley Chapel, FL
SINGER WEALTH ADVISORS LLC · Wesley Chapel, FL

More in Wesley Chapel, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor