TrueAdvisor
TrueAdvisor
DW
DW

Derek Allen Wilkes

Accurate Wealth Management, LLC
17 Years of Experience
Broker
View SEC Summary
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

3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607

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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.

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Employment History
Current Registrations
Accurate Wealth Management, LLC
September 2025 - Present · 5 mos
Aag Capital, INCBroker
August 2025 - Present · 6 mos
Aag Capital, INC
August 2025 - Present · 6 mos
Previous Registrations
Ifp Securities, LLCBroker
July 2022 - August 2025 · 3 yrs 1 mo
Independent Financial Partners
July 2022 - August 2025 · 3 yrs 1 mo
J.P. Morgan Securities LLCBroker
July 2019 - July 2022 · 3 yrs
J.P. Morgan Securities LLC
July 2019 - July 2022 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2015 - July 2019 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2015 - July 2019 · 4 yrs
Wfg Advisors, LP
March 2010 - June 2015 · 5 yrs 3 mos
Wfg Investments, INC.Broker
March 2010 - June 2015 · 5 yrs 3 mos
1st Global Capital CORP.Broker
April 2008 - February 2010 · 1 yr 10 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.