Griffin
Guinta

Accurate Wealth Management, LLC

CRD#7865028
Investment Advisor
in Wesley Chapel, FL

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About this Advisor

Griffin Guinta is a financial advisor based in Wesley Chapel, Florida, working with Accurate Wealth Management, LLC. Griffin has previously held positions at Accurate Wealth Management, Stay Flourish, Mighty Pursuit, Yellow Wood Academy, Wayne Scroggins State Farm Insurance Agency, The Minaret Newspaper, The University Of Tampa, and Duke University Talent Identification Program. Griffin has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Griffin is part of Accurate Wealth Management, LLC, which operates out of Wesley Chapel, Florida. The firm has 10 offices and 38 employees. The firm manages assets totaling $780.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Accurate Wealth Management, LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

2211 Ashley Oaks Circle
Wesley Chapel, FL 33544

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Accurate Wealth Management, LLC Brokerage Details

Total Assets Under Management

$780,485,662

FL Average: $1,855,561,029
Total Number of Employees

38

FL Average: 62
Total Number of Accounts

3,855

FL Average: 2,474
Average Account Size

$202,461

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Griffin Guinta Work History

2023 - Present (1 year)

Accurate Wealth Management

2022 - 2023 (1 year)

Stay Flourish

2020 - 2022 (2 years)

Mighty Pursuit

2016 - 2020 (4 years)

Yellow Wood Academy

2016 - 2016 (< 1 year)

Duke University Talent Identification Program

2014 - 2016 (2 years)

Wayne Scroggins State Farm Insurance Agency

2013 - 2014 (1 year)

The Minaret Newspaper

2012 - 2016 (4 years)

The University Of Tampa

Disclosures

Please visit the SEC profile of Griffin Guinta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Accurate Wealth Management, LLC

Brian Greco
Wesley Chapel, FL
David Goldin
Wesley Chapel, FL
George Macallister
Wesley Chapel, FL
Michael Sinicola
Wesley Chapel, FL
Elizabeth Bertelsen
Sarasota, FL
Brian George
Wesley Chapel, FL
Adam Leone
Wesley Chapel, FL
Silas Wieczorek
Wesley Chapel, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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