Accurate Wealth Management, LLC (part of Accurate Advisory Group and Integrity Wealth) is an independent, SEC-registered fiduciary investment adviser headquartered on Ashley Oaks Circle in Wesley Chapel, Florida. Co-founded by Managing Principals Konstantinos ("Gus") Gotsis, Paul J. O'Grady, and Robert V. Leone and featuring Senior Wealth Advisor Nathan C. ("Nate") Helms, CFP®, CPWA®, CIMA®, CEPA®, the firm serves retirees, physicians, and business owners across Wesley Chapel, Land O' Lakes, Zephyrhills, and New Tampa with integrated tax, retirement income, and fiduciary portfolio management.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Accurate Wealth Management, LLC); FINRA BrokerCheck Profile (Nathan Campbell Helms, CFP®, CPWA®, CIMA®); SEC IAPD Individual Profile (Konstantinos Gotsis); Accurate Advisory Group / Accurate Wealth Management Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-117600; independent SEC-registered Investment Adviser headquartered at 2211 Ashley Oaks Circle in Wesley Chapel, FL.
Issuer: CFP Board / Investments & Wealth Institute / SEC IAPD
Notes: Advisory leadership includes Senior Wealth Advisor Nathan Campbell ('Nate') Helms, CFP®, CPWA®, CIMA®, CEPA® (CRD #5362846) and Founding Partners Konstantinos ('Gus') Gotsis (CRD #2684958), Paul James O'Grady (CRD #5759038), and Robert Vincenzo Leone (CRD #2530906).
Factual details and direct answers about Accurate Wealth Management, LLC's services, licensing, and credentials.
How is Accurate Wealth Management in Wesley Chapel registered with regulators?
Accurate Wealth Management, LLC is an independent SEC-registered Investment Adviser (CRD #298137, SEC File #801-117600) headquartered in Wesley Chapel, Florida.
What specialized wealth management credentials are held at Accurate Wealth Management?
Senior Wealth Advisor Nathan C. Helms (CRD #5362846) holds four advanced designations—CFP®, Certified Private Wealth Advisor® (CPWA®), Certified Investment Management Analyst® (CIMA®), and Certified Exit Planning Advisor (CEPA®)—practicing alongside founding principals Gus Gotsis (CRD #2684958), Paul O'Grady (CRD #5759038), and Robert Leone (CRD #2530906).
Where is Accurate Wealth Management located in Wesley Chapel?
The firm's headquarters is located off Bruce B. Downs Boulevard and State Road 56 in Seven Oaks at 2211 Ashley Oaks Circle, Wesley Chapel, Florida 33544.
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