CRD: 298137
Accurate Wealth Management, LLC
$1.7B Total AUM
$1.7B Disc. AUM
48.7% 3Y CAGR
47 Employees
2,612 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail
- Platforms
- FusionElement +more
- Established Date
- 11-08-2018
- Office Locations
- 22
Office Locations
111 Main Street Lake Village AR
1156 Ridgewood Avenue Ridgewood NJ
13915 Carrollwood Village RUN Tampa FL
About Accurate Wealth Management, LLC
Accurate Advisory Group (Accurate Wealth Management) provides integrated wealth management with lifetime tax and estate planning for high-net-worth families. Clients get unbilled access to the firm’s estate planning team and tax planning professionals, alongside goal-based portfolio management. Through partnerships, the firm can offer access to alternative investments such as real estate, private credit, and emerging technologies at lower minimums.
Team overview
46 AVG AGE
$36.4M AVG AUM / ADVISOR
$654.8K AVG AUM / CLIENT
3.3 yrs AVG TENURE
47 Employees
47 Advisory Reps
47 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Pathway Harbor momentum Bridge element Summit element Zenith wave Capital atlas Radial quantum Pioneer Element frontier Quantum
Client Personas
North atlas
Custodian
Insight eagle Capital element Matrix ember
Investment Themes
Signal ember Insight Unison insight North
Investment Vehicles
Vertex oak Pathway Frontier bridge
Platform
Eagle Timber focus
Services
Ember pathway Harbor Value Harbor Peak fusion Beacon element Insight capital Vector quantum
Technology
Alpha atlas Signal Summit Pathway beacon
Owner & Executives
Gregg Arthur Guinta
CHIEF OPERATING OFFICER
- CRD
- #3187502
- Ownership
- Less than 5%
(223) 759-9817
peak.north@optimacapital.com
in linkedin.com/in/pioneer-unison
DEREK ALLEN WILKES
Chief Compliance Officer
- CRD
- #5168873
- Ownership
- Less than 5%
(320) 490-8549
radial.crest@eaglecapital.com
in linkedin.com/in/alpha-timber
Showing 2 of 2 owners & executives
Unlock allContacts
M
Maxwell T Azzarelli
--
- CRD
- #8124109
(414) 230-3122
glacier.meridian@eaglecapital.com
in linkedin.com/in/summit-signal
CLAUDIU A. BARBOS
Director
- CRD
- #4032087
(942) 713-2976
quantum.insight@fusioncapital.com
in linkedin.com/in/legacy-matrix
M
Matrix timber
Summit pathway focus
- CRD
- #97668
(255) 515-1946
eagle.ridge@quantumcapital.com
in linkedin.com/in/harbor-north
Showing 2 of 48 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,710,313,446 | $654,791 |
| Non-Discretionary | $0 | -- |
| Total | $1,710,313,446 | $654,791 |
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Separately Managed Accounts
Total SMA Asset: $1,710,313,446
Public Funds:
11.0% Equity - Exchange:
11.2% Corporate - Non-Investment Grade:
23.6% U.S. Government/Agency:
5.3% Cash:
8.6% Corporate - Investment Grade:
6.5% Derivatives:
22.9% Other:
10.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $465,939,959 | 11.0% |
| Equity - Exchange | $474,411,594 | 11.2% |
| Corporate - Non-Investment Grade | $999,653,002 | 23.6% |
| U.S. Government/Agency | $224,498,344 | 5.3% |
| Cash | $364,280,331 | 8.6% |
| Corporate - Investment Grade | $275,328,157 | 6.5% |
| Derivatives | $970,002,278 | 22.9% |
| Other | $461,704,141 | 10.9% |
| Total | $4,235,817,806 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM MERIDIAN | CREST PATHWAY | 6OND1F22Q | BZK | 10.25% | $103,444,329 |
| OPTIMA WAVE EMBER | ELEMENT INSIGHT | FJYDH74Q5 | WPOTD | 6.06% | $17,062,088 |
| QUANTUM QUANTUM SUMMIT | NORTH DELTA | 6Q98C7AQ7 | LNKZV | 8.84% | $81,396,298 |
| HORIZON UNISON SIGNAL | RIDGE MERIDIAN | JEZKXPLOU | KRVEM | 11.02% | $74,623,099 |
| OPTIMA NORTH | ZENITH CAPITAL | T9XG2D9FL | NXW | 0.67% | $47,839,804 |
| RADIAL VALUE | PRIME VECTOR | H4ANYTSSA | RGRZY | 4.55% | $27,694,432 |
| SIGNAL NORTH | MATRIX BRIDGE | SDBA03GTL | YXIF | 9.68% | $77,880,132 |
| DELTA ELEMENT MOMENTUM | CAPITAL SUMMIT | N45BE1SGL | REEN | 0.95% | $90,604,552 |