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Adam Robert Leone

Accurate Wealth Management, LLC

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About Adam Robert Leone

Adam Leone is a financial professional with Accurate Wealth Management, LLC. Adam is registered as an investment advisor representative (IAR) and as a registered representative (RR) with the state of Florida. Adam has a background in plumbing and HVAC, but has recently pivoted to financial services. Adam has taken the Series 63 and Series 65 exams, and also holds the Series 7TO and SIE. Adam's specialties include financial planning and portfolio management. Adam is based in Wesley Chapel, FL.

Firm Information

Adam Leone is currently registered with Accurate Wealth Management, LLC. Accurate Wealth Management, LLC is a Registered Investment Advisor with the SEC, headquartered in Wesley Chapel, FL. They offer financial planning, portfolio management for individuals, and selection of other advisors, and participate in wrap fee programs. The firm manages over $780,000,000 in assets for approximately 3,855 clients, primarily individuals, including high-net-worth individuals. They have a team of 26 licensed agents, 25 Investment Adviser Representatives, 21 registered representatives, and 28 investment advisory functions. You can learn more about their services at their website: https://accurateadvisorygroup.com/.
Accurate Wealth Management, LLC

2211 ASHLEY OAKS CIRCLE

WESLEY CHAPEL, FL 33544

$780.49M

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Adam Leone’s Registration & Firm History

FL

09/28/2023 - Present

Accurate Wealth Management, LLC (WESLEY CHAPEL FL)

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Licenses & Designations

BC

Issued 11/09/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/19/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/29/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/19/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Robert Leone.
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