Charles Alden Roe

Accurate Wealth Management, LLC

25 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Accurate Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

48 advisors

Number of Clients

2,989 clients

Average Client Portfolio

$384K average

Assets Under Management

$1.1B

Fee Structure

Location

2950 North Loop West, Suite 1200, Houston, TX, 77092

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Charles is an accountant, a licensed insurance agent, and a member of BioCapital Holdings, LLC. He also owns Insurance Sales and Charles A Roe CPA, dedicating minimal time to his role as owner of Innova Wealth, LLC.