AW
ACCURATE WEALTH MANAGEMENT, LLC
SEC RegisteredWESLEY CHAPEL, FLhttps://providentwealthllc.com813-994-0984
Assets Under Management
$1B–$5B
Employees
47
Office Locations
11 offices
Total Accounts
2612
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,219 | $1.1B |
| High Net Worth Individuals | 393 | $576M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Konstantinos Gotsis
MANAGING MEMBER
Paul James O'grady
MEMBER
Patrick Eugene Harris
CHIEF COMPLIANCE OFFICER
Office locations
11 offices in 6 states
FL
WESLEY CHAPELHQ
FL
WESLEY CHAPEL
FL
SARASOTA
KY
LEXINGTON
FL
SARASOTA
WI
TREGO
TX
THE WOODLANDS
FL
VENICE
AR
LAKE VILLAGE
FL
TAMPA
WA
PORT ORCHARD
Advisors at this firm
44 advisors in the directory
Maxwell T Azzarelli
Investment Adviser Representative
Claudiu A. Barbos
Investment Adviser Representative
Elizabeth C Bertelsen
Investment Adviser Representative
Ricky Black
Investment Adviser Representative
Jessica A Cervinka
Investment Adviser Representative
William Joseph Cooper
Investment Adviser Representative
Brandon J Cromer
Investment Adviser Representative
John Joseph Ditrani
Investment Adviser Representative
Meredith Baker Freeman
Investment Adviser Representative
David Goldin
Investment Adviser Representative
Daniel Coral Goodwin
Investment Adviser Representative
Konstantinos Gotsis
Investment Adviser Representative
Grayson Goulet
Investment Adviser Representative
Brian Matthew Greco
Investment Adviser Representative
Gregg Arthur Guinta
Investment Adviser Representative
Griffin Joseph Guinta
Investment Adviser Representative
Samantha Renee Gyeszat
Investment Adviser Representative
Bryan Joseph Hamer
Investment Adviser Representative
Rick Orin Helbing
Investment Adviser Representative
Nathan Campbell Helms
Investment Adviser Representative
Carolyn Butler Howard
Investment Adviser Representative
Jonathan David Howard
Investment Adviser Representative
James Eric Hutchby
Investment Adviser Representative
Amber Lee Koenig
Investment Adviser Representative
Adam Robert Leone
Investment Adviser Representative
Robert Vincenzo Leone
Investment Adviser Representative
Eric Thomas Ling
Investment Adviser Representative
Maddison R Long
Investment Adviser Representative
Kyle M Lonsinger
Investment Adviser Representative
Daniel James Markese
Investment Adviser Representative
Patricia Hagan May
Investment Adviser Representative
Paul James O'Grady
Investment Adviser Representative
Patricia Michelleheaton Parker
Investment Adviser Representative
Sean Collin Rhodes
Investment Adviser Representative
Charles Alden Roe
Investment Adviser Representative
Robert B Scott
Investment Adviser Representative
Michael Francis Sinicola
Investment Adviser Representative
Dawn Annette Steinert
Investment Adviser Representative
Ross David Taylor
Investment Adviser Representative
Trevor T Taylor
Investment Adviser Representative
Mathew Waymire
Investment Adviser Representative
Derek Allen Wilkes
Investment Adviser Representative
Keith Brown Woomer
Investment Adviser Representative
Matthew John Zanardo
Investment Adviser Representative
Regulatory & compliance
CRD number
#298137
SEC Number
801-117600
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Performance-based
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
providentwealthllc.comPhone
813-994-0984Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ACCURATE WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.