Accurate Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

298137

SEC number

801-117600

Firm type

RIA

Assets under management

$1.7B as of Jun 16, 2026

Website

www.providentwealthllc.com ↗

Phone

813-994-0984

Address

2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544

Advisors at this firm

48 in our index · page 1 of 1

• Maxwell T AzzarelliCRD 8124109 · Wesley Chapel, FL
  IA Registered
• Claudiu A. BarbosCRD 4032087 · Wesley Chapel, FL
  IA RegisteredBroker
• Elizabeth C BertelsenCRD 2253105 · Sarasota, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Ricky BlackCRD 1401203 · Zephyrhills, FL
  IA RegisteredRegistration inactive
• Gerard Eugene ClarkCRD 3229852 · Ridgewood, NJ
  IA RegisteredBroker
• William Joseph CooperCRD 1601957 · Tampa, FL
  IA RegisteredBroker
• Brandon J CromerCRD 4983444 · Wesley Chapel, FL
  IA RegisteredBroker
• Roger Clayton DavisCRD 2320335 · Lake Village, AR
  IA RegisteredBroker
• John Joseph DitraniCRD 5998704 · Wesley Chapel, FL
  IA Registered
• Meredith Baker FreemanCRD 4418577 · Sarasota, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Daniel Coral GoodwinCRD 5752768 · The Woodlands, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Konstantinos GotsisCRD 2684958 · Wesley Chapel, FL
  IA RegisteredBroker
• Brian Matthew GrecoCRD 6771535 · Wesley Chapel, FL
  IA RegisteredBroker
• Brian Stephen GeorgeCRD 5533597 · Port Orchard, WA
  IA RegisteredBroker
• David GoldinCRD 7711262 · Wesley Chapel, FL
  IA RegisteredBroker
• Grayson GouletCRD 7878833 · Ridgewood, NJ
  IA RegisteredBroker
• Gregg Arthur GuintaCRD 3187502 · Aventura, FL
  IA RegisteredBroker
• Griffin Joseph GuintaCRD 7865028 · Wesley Chapel, FL
  IA Registered
• Samantha Renee GyeszatCRD 7467408 · Sarasota, FL
  IA Registered
• Bryan Joseph HamerCRD 6392618 · Wesley Chapel, FL
  IA RegisteredBroker
• Rick Orin HelbingCRD 1348165 · Wesley Chapel, FL
  IA Registered
• Nathan Campbell HelmsCRD 5362846 · Saint Petersburg, FL
  IA RegisteredBroker
• Carolyn Butler HowardCRD 2391466 · Sarasota, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jonathan David HowardCRD 4117552 · Lakewood Ranch, FL
  IA RegisteredBroker
• James Eric HutchbyCRD 2573815 · Wesley Chapel, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Amber Lee KoenigCRD 7980435 · Houston, TX
  IA Registered
• Robert Vincenzo LeoneCRD 2530906 · Wesley Chapel, FL
  IA RegisteredBroker
• Eric Thomas LingCRD 5474942 · Wesley Chapel, FL
  IA RegisteredBroker
• Maddison R LongCRD 6846215 · Wesley Chapel, FL
  IA RegisteredBroker
• Adam Robert LeoneCRD 7812445 · Wesley Chapel, FL
  IA RegisteredBroker
• Kyle M LonsingerCRD 6698207 · Wesley Chapel, FL
  IA RegisteredBroker
• Daniel James MarkeseCRD 6404017 · Wesley Chapel, FL
  IA RegisteredBroker
• Patricia Hagan MayCRD 2700518 · Wesley Chapel, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kenneth Joseph McguireCRD 1998997 · West Yarmouth, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Paul James O'gradyCRD 5759038 · Wesley Chapel, FL
  IA RegisteredBroker
• Patricia Michelleheaton ParkerCRD 2927338 · Newport Beach, CA
  IA Registered
  Disclosure event(s) on record
• Sean Collin RhodesCRD 2073622 · St. Charles, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Charles Alden RoeCRD 4117735 · Houston, TX
  IA RegisteredBroker
• Robert B ScottCRD 5096383 · Brentwood, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Francis SinicolaCRD 6074932 · Wesley Chapel, FL
  IA RegisteredBroker
• Dawn Annette SteinertCRD 6212655 · Osprey, FL
  IA Registered
• Tyler Jeffrey StormentCRD 8033966 · Mooresville, NC
  IA Registered
• Ross David TaylorCRD 6717434 · Sarasota, FL
  IA Registered
• Trevor T TaylorCRD 5441392 · Sarasota, FL
  IA RegisteredRegistration inactive
• Mathew WaymireCRD 2159082 · Wesley Chapel, FL
  IA RegisteredBroker
• Derek Allen WilkesCRD 5168873 · Wesley Chapel, FL
  IA RegisteredBroker
• Keith Brown WoomerCRD 6908786 · Wesley Chapel, FL
  IA RegisteredRegistration inactive
• Matthew John ZanardoCRD 5706075 · Wesley Chapel, FL
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.